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QBDAX vs VASIX
QBDAX vs VASIX Comparison
Open Charts QBDAX vs VASIX
Quantified Managed Income Advisor
Price$8.11
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets152.55M
Vanguard LifeStrategy Income I
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets3.91B
QBDAX vs VASIX Comparison Chart
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QBDAX vs. VASIX commentary
Jan 19, 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 QBDAX is a Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.91B vs. QBDAX (153M). VASIX pays higher dividends than QBDAX: VASIX (3.30) vs QBDAX (2.55). QBDAX was incepted earlier than VASIX: QBDAX (9 years) vs VASIX (30 years). QBDAX is a more actively managed with annual turnover of: 802.00 vs. VASIX (4.00). VASIX has a lower initial minimum investment than QBDAX: VASIX (3000) vs QBDAX (10000). VASIX annual gain was more profitable for investors over the last year : 3.51 vs. QBDAX (2.51). VASIX return over 5 years is better than : 1.98 vs. QBDAX (-13.74).
| QBDAX | VASIX | QBDAX / VASIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 0.745 | 0.200 | 373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153M | 3.91B | 4% |
| Annual Yield % from dividends | 2.55 | 3.30 | 77% |
| Returns for 1 year | 2.51 | 3.51 | 71% |
| Returns for 3 years | -1.47 | -2.60 | 57% |
| Returns for 5 years | -13.74 | 1.98 | -695% |
| Returns for 10 years | N/A | 22.60 | - |
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