FSIRX
Price
$8.87
Change
-$0.03 (-0.34%)
Updated
Nov 13 closing price
Net Assets
500.58M
VWIAX
Price
$63.99
Change
-$0.33 (-0.51%)
Updated
Nov 13 closing price
Net Assets
48.74B
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FSIRX vs VWIAX

Header iconFSIRX vs VWIAX Comparison
Open Charts FSIRX vs VWIAXBanner chart's image
Fidelity Advisor Strategic Real Ret I
Price$8.87
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets500.58M
Vanguard Wellesley® Income Admiral™
Price$63.99
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets48.74B
FSIRX vs VWIAX Comparison Chart in %
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FSIRX vs. VWIAX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.7B vs. FSIRX (501M). FSIRX pays higher dividends than VWIAX: FSIRX (4.77) vs VWIAX (3.47). FSIRX was incepted earlier than VWIAX: FSIRX (20 years) vs VWIAX (25 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 : 9.27 vs. VWIAX (4.39). FSIRX return over 5 years is better than : 40.50 vs. VWIAX (3.64).
FSIRXVWIAXFSIRX / VWIAX
Total Expense Ratio0.700.16438%
Annual Report Gross Expense Ratio0.770.16481%
Fund Existence20 years25 years-
Gain YTD9.6379.278104%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRA500N/A-
Net Assets501M48.7B1%
Annual Yield % from dividends4.773.47137%
Returns for 1 year9.274.39211%
Returns for 3 years20.1411.95168%
Returns for 5 years40.503.641,113%
Returns for 10 years58.4928.54205%
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