FSIRX
Price
$8.94
Change
+$0.04 (+0.45%)
Updated
Dec 3 closing price
Net Assets
505.26M
VWIAX
Price
$64.87
Change
+$0.36 (+0.56%)
Updated
Dec 3 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$8.94
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets505.26M
Vanguard Wellesley® Income Admiral™
Price$64.87
Change+$0.36 (+0.56%)
VolumeN/A
Net Assets48.74B
FSIRX vs VWIAX Comparison Chart in %
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FSIRX vs. VWIAX commentary
Dec 05, 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.

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FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.7B vs. FSIRX (505M). FSIRX pays higher dividends than VWIAX: FSIRX (4.71) vs VWIAX (3.41). 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 : 8.37 vs. VWIAX (4.23). FSIRX return over 5 years is better than : 38.79 vs. VWIAX (2.86).
FSIRXVWIAXFSIRX / VWIAX
Total Expense Ratio0.700.16438%
Annual Report Gross Expense Ratio0.770.16481%
Fund Existence20 years25 years-
Gain YTD10.13010.21299%
Front LoadN/AN/A-
Min. Initial Investment050000-
Min. Initial Investment IRA500N/A-
Net Assets505M48.7B1%
Annual Yield % from dividends4.713.41138%
Returns for 1 year8.374.23198%
Returns for 3 years19.158.94214%
Returns for 5 years38.792.861,354%
Returns for 10 years59.2028.03211%
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