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FCSRX vs VWINX
FCSRX vs VWINX Comparison
Open Charts FCSRX vs VWINX
Fidelity Advisor Strategic Real Ret C
Price$8.68
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets500.58M
Vanguard Wellesley® Income I
Price$26.41
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets48.74B
FCSRX vs VWINX Comparison Chart in %
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FCSRX vs. VWINX commentary
Nov 14, 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. FCSRX (501M). FCSRX pays higher dividends than VWINX: FCSRX (3.85) vs VWINX (3.41). FCSRX was incepted earlier than VWINX: FCSRX (20 years) vs VWINX (55 years). FCSRX (1.77) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FCSRX (23.00). FCSRX has a lower initial minimum investment than VWINX: FCSRX (0) vs VWINX (3000). FCSRX annual gain was more profitable for investors over the last year : 7.96 vs. VWINX (4.32). FCSRX return over 5 years is better than : 33.62 vs. VWINX (3.41).
| FCSRX | VWINX | FCSRX / VWINX | |
| Total Expense Ratio | 1.70 | 0.23 | 739% |
| Annual Report Gross Expense Ratio | 1.77 | 0.23 | 770% |
| Fund Existence | 20 years | 55 years | - |
| Gain YTD | 8.601 | 9.204 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 48.7B | 1% |
| Annual Yield % from dividends | 3.85 | 3.41 | 113% |
| Returns for 1 year | 7.96 | 4.32 | 184% |
| Returns for 3 years | 16.09 | 11.76 | 137% |
| Returns for 5 years | 33.62 | 3.41 | 985% |
| Returns for 10 years | 43.22 | 27.98 | 155% |
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