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FIQDX vs VTMFX
FIQDX vs VTMFX Comparison
Open Charts FIQDX vs VTMFX
Fidelity Advisor Strategic Real Ret Z
Price$9.15
Change+$0.37 (+4.21%)
VolumeN/A
Net Assets516.89M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
FIQDX vs VTMFX Comparison Chart in %
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FIQDX 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 FIQDX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FIQDX (517M). FIQDX pays higher dividends than VTMFX: FIQDX (4.59) vs VTMFX (2.11). FIQDX was incepted earlier than VTMFX: FIQDX (7 years) vs VTMFX (31 years). FIQDX (0.68) is less costly to investors than VTMFX (0.09). FIQDX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). FIQDX has a lower initial minimum investment than VTMFX: FIQDX (0) vs VTMFX (10000). FIQDX annual gain was more profitable for investors over the last year : 11.41 vs. VTMFX (8.45). FIQDX return over 5 years is better than : 38.39 vs. VTMFX (33.48).
| FIQDX | VTMFX | FIQDX / VTMFX | |
| Total Expense Ratio | 0.61 | 0.09 | 678% |
| Annual Report Gross Expense Ratio | 0.68 | 0.09 | 756% |
| Fund Existence | 7 years | 31 years | - |
| Gain YTD | 2.715 | 1.056 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 11.5B | 4% |
| Annual Yield % from dividends | 4.59 | 2.11 | 217% |
| Returns for 1 year | 11.41 | 8.45 | 135% |
| Returns for 3 years | 22.93 | 32.78 | 70% |
| Returns for 5 years | 38.39 | 33.48 | 115% |
| Returns for 10 years | N/A | 103.36 | - |
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