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LUBYX vs PRTBX
LUBYX vs PRTBX Comparison
Open Charts LUBYX vs PRTBX
Lord Abbett Ultra Short Bond I
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets13.37B
Permanent Portfolio Short-Term Trs I
Price$66.50
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets13.96M
LUBYX vs PRTBX Comparison Chart in %
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LUBYX vs. PRTBX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LUBYX is a Hold and PRTBX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 13.4B vs. PRTBX (14M). LUBYX pays higher dividends than PRTBX: LUBYX (4.94) vs PRTBX (2.63). LUBYX was incepted earlier than PRTBX: LUBYX (9 years) vs PRTBX (38 years). PRTBX (1.21) is less costly to investors than LUBYX (0.28). LUBYX (69.00) and PRTBX (67.72) have comparable annual turnover. PRTBX has a lower initial minimum investment than LUBYX: PRTBX (1000) vs LUBYX (1000000). LUBYX annual gain was more profitable for investors over the last year : 5.51 vs. PRTBX (4.29). LUBYX return over 5 years is better than : 15.80 vs. PRTBX (6.75).
| LUBYX | PRTBX | LUBYX / PRTBX | |
| Total Expense Ratio | 0.28 | 0.65 | 43% |
| Annual Report Gross Expense Ratio | 0.28 | 1.21 | 23% |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 2.415 | 2.119 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 14M | 95,714% |
| Annual Yield % from dividends | 4.94 | 2.63 | 188% |
| Returns for 1 year | 5.51 | 4.29 | 128% |
| Returns for 3 years | 16.64 | 9.00 | 185% |
| Returns for 5 years | 15.80 | 6.75 | 234% |
| Returns for 10 years | N/A | 9.82 | - |
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