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QBDSX vs VASIX
QBDSX vs VASIX Comparison
Open Charts QBDSX vs VASIX
Quantified Managed Income Investor
Price$8.07
Change+$0.03 (+0.37%)
VolumeN/A
Net Assets200.99M
Vanguard LifeStrategy Income I
Price$15.14
Change+$0.10 (+0.66%)
VolumeN/A
Net Assets3.88B
QBDSX vs VASIX Comparison Chart
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QBDSX vs. VASIX commentary
Apr 25, 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 QBDSX is a Buy and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.88B vs. QBDSX (201M). QBDSX pays higher dividends than VASIX: QBDSX (3.89) vs VASIX (3.66). QBDSX was incepted earlier than VASIX: QBDSX (12 years) vs VASIX (31 years). QBDSX (1.67) is less costly to investors than VASIX (0.11). QBDSX is a more actively managed with annual turnover of: 718.00 vs. VASIX (5.00). 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 : 3.94 vs. QBDSX (3.07). VASIX return over 5 years is better than : 3.86 vs. QBDSX (-1.95).
| QBDSX | VASIX | QBDSX / VASIX | |
| Total Expense Ratio | 1.67 | 0.11 | 1,518% |
| Annual Report Gross Expense Ratio | 1.67 | 0.11 | 1,518% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 1.901 | 0.766 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 3.88B | 5% |
| Annual Yield % from dividends | 3.89 | 3.66 | 106% |
| Returns for 1 year | 3.07 | 3.94 | 78% |
| Returns for 3 years | 0.50 | 5.12 | 10% |
| Returns for 5 years | -1.95 | 3.86 | -50% |
| Returns for 10 years | 2.83 | 21.39 | 13% |
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