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FIQDX vs VWINX
FIQDX vs VWINX Comparison
Open Charts FIQDX vs VWINX
Fidelity Advisor Strategic Real Ret Z
Price$9.15
Change+$0.37 (+4.21%)
VolumeN/A
Net Assets516.89M
Vanguard Wellesley® Income I
Price$25.85
Change-$0.49 (-1.86%)
VolumeN/A
Net Assets48.41B
FIQDX vs VWINX Comparison Chart in %
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FIQDX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.4B vs. FIQDX (517M). FIQDX pays higher dividends than VWINX: FIQDX (4.59) vs VWINX (3.43). FIQDX was incepted earlier than VWINX: FIQDX (7 years) vs VWINX (56 years). FIQDX (0.68) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 63.00 vs. FIQDX (29.00). FIQDX has a lower initial minimum investment than VWINX: FIQDX (0) vs VWINX (3000). FIQDX annual gain was more profitable for investors over the last year : 11.41 vs. VWINX (5.18). FIQDX return over 5 years is better than : 38.39 vs. VWINX (1.37).
| FIQDX | VWINX | FIQDX / VWINX | |
| Total Expense Ratio | 0.61 | 0.23 | 265% |
| Annual Report Gross Expense Ratio | 0.68 | 0.23 | 296% |
| Fund Existence | 7 years | 56 years | - |
| Gain YTD | 2.715 | 1.572 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 48.4B | 1% |
| Annual Yield % from dividends | 4.59 | 3.43 | 134% |
| Returns for 1 year | 11.41 | 5.18 | 220% |
| Returns for 3 years | 22.93 | 10.47 | 219% |
| Returns for 5 years | 38.39 | 1.37 | 2,809% |
| Returns for 10 years | N/A | 29.27 | - |
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