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FCSRX vs VWIAX
FCSRX vs VWIAX Comparison
Open Charts FCSRX vs VWIAX
Fidelity Advisor Strategic Real Ret C
Price$8.63
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets489.07M
Vanguard Wellesley® Income Admiral™
Price$63.94
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets49.02B
FCSRX vs VWIAX Comparison Chart in %
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FCSRX vs. VWIAX commentary
Oct 19, 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 FCSRX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. FCSRX (489M). FCSRX (3.54) and VWIAX (3.48) have matching dividends . FCSRX was incepted earlier than VWIAX: FCSRX (20 years) vs VWIAX (24 years). FCSRX (1.77) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FCSRX (23.00). FCSRX has a lower initial minimum investment than VWIAX: FCSRX (0) vs VWIAX (50000). FCSRX annual gain was more profitable for investors over the last year : 6.21 vs. VWIAX (2.83). FCSRX return over 5 years is better than : 34.54 vs. VWIAX (4.73).
| FCSRX | VWIAX | FCSRX / VWIAX | |
| Total Expense Ratio | 1.70 | 0.16 | 1,063% |
| Annual Report Gross Expense Ratio | 1.77 | 0.16 | 1,106% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 7.603 | 8.632 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 49B | 1% |
| Annual Yield % from dividends | 3.54 | 3.48 | 102% |
| Returns for 1 year | 6.21 | 2.83 | 219% |
| Returns for 3 years | 19.42 | 16.24 | 120% |
| Returns for 5 years | 34.54 | 4.73 | 730% |
| Returns for 10 years | 37.57 | 27.33 | 138% |
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