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FCSRX vs VTMFX
FCSRX vs VTMFX Comparison
Open Charts FCSRX vs VTMFX
Fidelity Advisor Strategic Real Ret C
Price$8.95
Change+$0.35 (+4.07%)
VolumeN/A
Net Assets516.89M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
FCSRX vs VTMFX Comparison Chart in %
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FCSRX vs. VTMFX commentary
Feb 04, 2026
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 FCSRX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FCSRX (517M). FCSRX pays higher dividends than VTMFX: FCSRX (3.62) vs VTMFX (2.11). FCSRX was incepted earlier than VTMFX: FCSRX (20 years) vs VTMFX (31 years). FCSRX (1.78) is less costly to investors than VTMFX (0.09). FCSRX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). FCSRX has a lower initial minimum investment than VTMFX: FCSRX (0) vs VTMFX (10000). FCSRX annual gain was more profitable for investors over the last year : 10.17 vs. VTMFX (8.45). VTMFX return over 5 years is better than : 33.48 vs. FCSRX (31.00).
| FCSRX | VTMFX | FCSRX / VTMFX | |
| Total Expense Ratio | 1.70 | 0.09 | 1,889% |
| Annual Report Gross Expense Ratio | 1.78 | 0.09 | 1,978% |
| Fund Existence | 20 years | 31 years | - |
| Gain YTD | 2.540 | 1.056 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 517M | 11.5B | 4% |
| Annual Yield % from dividends | 3.62 | 2.11 | 171% |
| Returns for 1 year | 10.17 | 8.45 | 120% |
| Returns for 3 years | 18.99 | 32.78 | 58% |
| Returns for 5 years | 31.00 | 33.48 | 93% |
| Returns for 10 years | 52.77 | 103.36 | 51% |
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