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LUBYX vs PRTBX
LUBYX vs PRTBX Comparison
Open Charts LUBYX vs PRTBX
Lord Abbett Ultra Short Bond I
Price$10.02
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets13.13B
Permanent Portfolio Short-Term Trs I
Price$66.22
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets14.03M
LUBYX vs PRTBX Comparison Chart
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LUBYX vs. PRTBX commentary
Jun 08, 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: 13.1B vs. PRTBX (14M). LUBYX pays higher dividends than PRTBX: LUBYX (4.99) vs PRTBX (2.64). 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 : 5.56 vs. PRTBX (4.31). LUBYX return over 5 years is better than : 15.80 vs. PRTBX (6.38).
| 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 | 2.015 | 1.812 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 14M | 93,571% |
| Annual Yield % from dividends | 4.99 | 2.64 | 189% |
| Returns for 1 year | 5.56 | 4.31 | 129% |
| Returns for 3 years | 15.96 | 9.01 | 177% |
| Returns for 5 years | 15.80 | 6.38 | 247% |
| Returns for 10 years | N/A | 9.42 | - |
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