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QBDSX
Price
$8.36
Change
+$0.02 (+0.24%)
Updated
Nov 22 closing price
VASIX
Price
$15.61
Change
+$0.03 (+0.19%)
Updated
Nov 22 closing price
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QBDSX vs VASIX

Header iconQBDSX vs VASIX Comparison
Open Charts QBDSX vs VASIXBanner chart's image
Quantified Managed Income Investor
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
CapitalizationN/A
Vanguard LifeStrategy Income I
Price$15.61
Change+$0.03 (+0.19%)
VolumeN/A
CapitalizationN/A
QBDSX vs VASIX Comparison Chart
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QBDSX vs. VASIX commentary
Nov 23, 2024

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 QBDSX is a StrongBuy and VASIX is a Hold.

FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.97B vs. QBDSX (92.2M). QBDSX pays higher dividends than VASIX: QBDSX (4.45) vs VASIX (3.30). QBDSX was incepted earlier than VASIX: QBDSX (11 years) vs VASIX (30 years). QBDSX is a more actively managed with annual turnover of: 802.00 vs. VASIX (4.00). VASIX has a lower initial minimum investment than QBDSX: VASIX (3000) vs QBDSX (10000). VASIX annual gain was more profitable for investors over the last year : 9.27 vs. QBDSX (5.02). VASIX return over 5 years is better than : 6.12 vs. QBDSX (-8.49).
QBDSXVASIXQBDSX / VASIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years30 years-
Gain YTD2.7094.75557%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets92.2M3.97B2%
Annual Yield % from dividends4.453.30135%
Returns for 1 year5.029.2754%
Returns for 3 years1.44-3.69-39%
Returns for 5 years-8.496.12-139%
Returns for 10 years-0.6326.66-2%
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