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LUBYX vs UMNIX
LUBYX vs UMNIX Comparison
Open Charts LUBYX vs UMNIX
Lord Abbett Ultra Short Bond I
Price$10.03
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets13.17B
Lazard US Short Duration Fixed Inc Instl
Price$9.60
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets31.43M
LUBYX vs UMNIX Comparison Chart
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LUBYX vs. UMNIX commentary
Jun 17, 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 UMNIX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 13.2B vs. UMNIX (31.4M). LUBYX pays higher dividends than UMNIX: LUBYX (4.99) vs UMNIX (3.72). LUBYX was incepted earlier than UMNIX: LUBYX (9 years) vs UMNIX (14 years). UMNIX (0.74) is less costly to investors than LUBYX (0.28). UMNIX is a more actively managed with annual turnover of: 276.00 vs. LUBYX (69.00). UMNIX has a lower initial minimum investment than LUBYX: UMNIX (10000) vs LUBYX (1000000). LUBYX annual gain was more profitable for investors over the last year : 5.56 vs. UMNIX (5.22). LUBYX return over 5 years is better than : 15.68 vs. UMNIX (7.70).
| LUBYX | UMNIX | LUBYX / UMNIX | |
| Total Expense Ratio | 0.28 | 0.40 | 70% |
| Annual Report Gross Expense Ratio | 0.28 | 0.74 | 38% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.015 | 2.151 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 31.4M | 42,038% |
| Annual Yield % from dividends | 4.99 | 3.72 | 134% |
| Returns for 1 year | 5.56 | 5.22 | 106% |
| Returns for 3 years | 16.43 | 11.21 | 147% |
| Returns for 5 years | 15.68 | 7.70 | 204% |
| Returns for 10 years | N/A | 15.28 | - |
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