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QBDAX vs VASIX
QBDAX vs VASIX Comparison
Open Charts QBDAX vs VASIX
Quantified Managed Income Advisor
Price$8.20
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets200.01M
Vanguard LifeStrategy Income I
Price$14.76
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets3.88B
QBDAX vs VASIX Comparison Chart
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QBDAX vs. VASIX commentary
Apr 10, 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: 3.88B vs. QBDAX (200M). VASIX pays higher dividends than QBDAX: VASIX (3.66) vs QBDAX (3.20). QBDAX was incepted earlier than VASIX: QBDAX (9 years) vs VASIX (31 years). QBDAX (2.26) is less costly to investors than VASIX (0.11). QBDAX is a more actively managed with annual turnover of: 718.00 vs. VASIX (5.00). 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 : 1.34 vs. QBDAX (0.92). VASIX return over 5 years is better than : 3.58 vs. QBDAX (-5.29).
| QBDAX | VASIX | QBDAX / VASIX | |
| Total Expense Ratio | 2.26 | 0.11 | 2,055% |
| Annual Report Gross Expense Ratio | 2.26 | 0.11 | 2,055% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | 1.615 | -0.507 | -318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 3.88B | 5% |
| Annual Yield % from dividends | 3.20 | 3.66 | 88% |
| Returns for 1 year | 0.92 | 1.34 | 69% |
| Returns for 3 years | -2.41 | 2.01 | -120% |
| Returns for 5 years | -5.29 | 3.58 | -148% |
| Returns for 10 years | N/A | 20.18 | - |
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