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FIQDX vs VWINX
FIQDX vs VWINX Comparison
Open Charts FIQDX vs VWINX
Fidelity Advisor Strategic Real Ret Z
Price$8.89
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets505.26M
Vanguard Wellesley® Income I
Price$25.59
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets49.3B
FIQDX vs VWINX Comparison Chart in %
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FIQDX vs. VWINX commentary
Dec 28, 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.3B vs. FIQDX (505M). FIQDX pays higher dividends than VWINX: FIQDX (4.76) vs VWINX (3.35). 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 : 9.67 vs. VWINX (4.83). FIQDX return over 5 years is better than : 37.00 vs. VWINX (0.24).
| 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 | 9.405 | 5.255 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 49.3B | 1% |
| Annual Yield % from dividends | 4.76 | 3.35 | 142% |
| Returns for 1 year | 9.67 | 4.83 | 200% |
| Returns for 3 years | 21.00 | 11.46 | 183% |
| Returns for 5 years | 37.00 | 0.24 | 15,437% |
| Returns for 10 years | N/A | 25.46 | - |
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