Lufax Holding Ltd (LU) vs PIMCO Dynamic Income Fund (PDI)
A side-by-side comparison of Lufax Holding Ltd and PIMCO Dynamic Income Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.
LU
Lufax Holding Ltd
$1.21Financial ServicesDelayed quote: Sep 11, 2026, 4:00 PM EDT
PDI
PIMCO Dynamic Income Fund
$14.76Financial ServicesDelayed quote: Sep 11, 2026, 4:00 PM EDT
Total return — LU vs PDI
growth of $100 · dividends reinvested · last 6yLU -93.7% (-36.9%/yr)PDI +37.1% (+5.4%/yr)PDI compounded faster over this window
Log scale — wide-divergence pair
LU PDI
LU vs PDI: by the numbers
- •PDI is the larger company ($6.81B vs $1.05B market cap).
- •PDI is profitable (64.09% net margin) while LU runs a net loss (-7.83%).
- •PDI grew revenue faster over the past five years (22.34% vs -13.35% CAGR).
- •PDI pays a dividend (17.33% yield), while LU is a former payer with no current dividend run rate.
Metrics side by side
Valuation
| Metric | LU | PDI |
|---|---|---|
| P/S ratio | 0.26 | N/A |
| P/B ratio | 0.09 | 0.91 |
Profitability
| Metric | LU | PDI |
|---|---|---|
| Gross margin | 74.93% | 87.09% |
| Operating margin | 1.13% | 78.88% |
| Net margin | -7.83% | 64.09% |
| ROE | -2.75% | 7.79% |
Dividends
| Metric | LU | PDI |
|---|---|---|
| Dividend yield | N/A | 17.33% |
Growth (annualized)
| Metric | LU | PDI |
|---|---|---|
| Revenue CAGR (5Y) | -13.35% | 22.34% |
| EPS CAGR (5Y) | -43.16% | -22.73% |
| Total return CAGR (5Y) | -37.01% | 1.94% |
Frequently asked
- Which has grown faster, LU or PDI?
- Over the past five years, PDI grew revenue faster — LU at a -13.35% CAGR versus PDI at 22.34%.
- Does LU or PDI pay a bigger dividend?
- PDI pays a dividend (17.33% yield), while LU is a former payer with no current dividend run rate.
- Is LU or PDI more profitable?
- PDI runs the higher net margin — LU at -7.83% versus PDI at 64.09%.
- How have LU and PDI total returns compared?
- Over the past 5 years, LU delivered -37.01% and PDI delivered 1.94% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
PIMCO Dynamic Income Fund dividend yieldLufax ROEPIMCO Dynamic Income Fund ROELufax operating marginPIMCO Dynamic Income Fund operating marginLufax revenue growthPIMCO Dynamic Income Fund revenue growth
Lufax & PIMCO Dynamic Income Fund appear in these rankings
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 September 11, 2026.