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FSIRX vs VWIAX
FSIRX vs VWIAX Comparison
Open Charts FSIRX vs VWIAX
Fidelity Advisor Strategic Real Ret I
Price$8.85
Change+$0.05 (+0.57%)
VolumeN/A
Net Assets489.07M
Vanguard Wellesley® Income Admiral™
Price$64.21
Change+$0.27 (+0.42%)
VolumeN/A
Net Assets49.02B
FSIRX vs VWIAX Comparison Chart in %
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FSIRX 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 FSIRX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49B vs. FSIRX (489M). FSIRX pays higher dividends than VWIAX: FSIRX (4.46) vs VWIAX (3.48). FSIRX was incepted earlier than VWIAX: FSIRX (20 years) vs VWIAX (24 years). FSIRX (0.77) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FSIRX (23.00). FSIRX has a lower initial minimum investment than VWIAX: FSIRX (0) vs VWIAX (50000). FSIRX annual gain was more profitable for investors over the last year : 7.04 vs. VWIAX (2.83). FSIRX return over 5 years is better than : 41.31 vs. VWIAX (4.73).
| FSIRX | VWIAX | FSIRX / VWIAX | |
| Total Expense Ratio | 0.70 | 0.16 | 438% |
| Annual Report Gross Expense Ratio | 0.77 | 0.16 | 481% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.405 | 8.632 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 489M | 49B | 1% |
| Annual Yield % from dividends | 4.46 | 3.48 | 128% |
| Returns for 1 year | 7.04 | 2.83 | 249% |
| Returns for 3 years | 22.80 | 16.24 | 140% |
| Returns for 5 years | 41.31 | 4.73 | 873% |
| Returns for 10 years | 52.87 | 27.33 | 193% |
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