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QBDSX vs VASIX
QBDSX vs VASIX Comparison
Open Charts QBDSX vs VASIX
Quantified Managed Income Investor
Price$8.23
Change+$0.03 (+0.37%)
VolumeN/A
CapitalizationN/A
Vanguard LifeStrategy Income I
Price$15.58
Change+$0.03 (+0.19%)
VolumeN/A
CapitalizationN/A
QBDSX vs VASIX Comparison Chart
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QBDSX vs. VASIX commentary
Dec 25, 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 Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 4.01B vs. QBDSX (117M). 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 : 4.51 vs. QBDSX (1.56). VASIX return over 5 years is better than : 5.07 vs. QBDSX (-10.89).
| QBDSX | VASIX | QBDSX / VASIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 30 years | - |
| Gain YTD | 1.232 | 4.419 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 4.01B | 3% |
| Annual Yield % from dividends | 4.45 | 3.30 | 135% |
| Returns for 1 year | 1.56 | 4.51 | 34% |
| Returns for 3 years | -0.70 | -4.49 | 16% |
| Returns for 5 years | -10.89 | 5.07 | -215% |
| Returns for 10 years | 2.29 | 26.17 | 9% |
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