Interact to see
Advertisement
Advertisement
FIQDX vs VWIAX
FIQDX vs VWIAX Comparison
Open Charts FIQDX vs VWIAX
Fidelity Advisor Strategic Real Ret Z
Price$8.81
Change-$0.02 (-0.23%)
VolumeN/A
Net Assets489.07M
Vanguard Wellesley® Income Admiral™
Price$63.94
Change+$0.09 (+0.14%)
VolumeN/A
Net Assets49.02B
FIQDX vs VWIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIQDX vs. VWIAX commentary
Oct 21, 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 FIQDX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. FIQDX (489M). FIQDX pays higher dividends than VWIAX: FIQDX (4.48) vs VWIAX (3.48). FIQDX was incepted earlier than VWIAX: FIQDX (7 years) vs VWIAX (24 years). FIQDX (0.67) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than VWIAX: FIQDX (0) vs VWIAX (50000). FIQDX annual gain was more profitable for investors over the last year : 7.34 vs. VWIAX (2.83). FIQDX return over 5 years is better than : 41.93 vs. VWIAX (4.73).
| FIQDX | VWIAX | FIQDX / VWIAX | |
| Total Expense Ratio | 0.61 | 0.16 | 381% |
| Annual Report Gross Expense Ratio | 0.67 | 0.16 | 419% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 8.420 | 8.632 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 49B | 1% |
| Annual Yield % from dividends | 4.48 | 3.48 | 129% |
| Returns for 1 year | 7.34 | 2.83 | 260% |
| Returns for 3 years | 23.35 | 16.24 | 144% |
| Returns for 5 years | 41.93 | 4.73 | 886% |
| Returns for 10 years | N/A | 27.33 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers