Blackrock 2037 Municipal Target Term Trust (BMN) vs Lufax Holding Ltd (LU)

Over the past 3 years, LU lagged BMN — -22.75% vs 6.20% annualized total return (price plus dividends).

A side-by-side comparison of Blackrock 2037 Municipal Target Term Trust and Lufax Holding Ltd across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — BMN vs LU

growth of $100 · last 4y
BMN +4.7%LU -78.5%BMN compounded faster
50100150200Start $1002023202420252026$105$21
BMN LU

Did LU beat BMN?

Over the past 3 years, LU lagged BMN — -22.75% vs 6.20% annualized total return (price plus dividends).

Total return (annualized)

MetricBMNLU
Total return (1Y)10.44%-54.48%
Total return CAGR (3Y)6.20%-22.75%
Total return CAGR (5Y)-40.92%

BMN is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).

Frequently asked

Has LU beaten BMN?
Over the past 3 years, LU lagged BMN — -22.75% vs 6.20% annualized total return (price plus dividends).

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 13, 2026.