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LUBYX vs USIAX
LUBYX vs USIAX Comparison
Open Charts LUBYX vs USIAX
Lord Abbett Ultra Short Bond I
Price$10.04
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets13.63B
UBS Ultra Short Income A
Price$9.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets306.16M
LUBYX vs USIAX Comparison Chart in %
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LUBYX vs. USIAX commentary
Aug 04, 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 USIAX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 13.6B vs. USIAX (306M). LUBYX (4.90) and USIAX (4.70) have matching dividends . LUBYX was incepted earlier than USIAX: LUBYX (9 years) vs USIAX (7 years). USIAX (0.50) is less costly to investors than LUBYX (0.28). USIAX is a more actively managed with annual turnover of: 84.00 vs. LUBYX (69.00). USIAX has a lower initial minimum investment than LUBYX: USIAX (1000) vs LUBYX (1000000). LUBYX annual gain was more profitable for investors over the last year : 5.35 vs. USIAX (4.93). LUBYX return over 5 years is better than : 16.17 vs. USIAX (13.82).
| LUBYX | USIAX | LUBYX / USIAX | |
| Total Expense Ratio | 0.28 | 0.35 | 80% |
| Annual Report Gross Expense Ratio | 0.28 | 0.50 | 56% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 2.924 | 2.673 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 306M | 4,444% |
| Annual Yield % from dividends | 4.90 | 4.70 | 104% |
| Returns for 1 year | 5.35 | 4.93 | 108% |
| Returns for 3 years | 17.05 | 14.90 | 114% |
| Returns for 5 years | 16.17 | 13.82 | 117% |
| Returns for 10 years | N/A | N/A | - |
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