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FSIRX vs VWINX
FSIRX vs VWINX Comparison
Open Charts FSIRX vs VWINX
Fidelity Advisor Strategic Real Ret I
Price$8.87
Change-$0.03 (-0.34%)
VolumeN/A
Net Assets500.58M
Vanguard Wellesley® Income I
Price$26.41
Change-$0.14 (-0.53%)
VolumeN/A
Net Assets48.74B
FSIRX vs VWINX Comparison Chart in %
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FSIRX vs. VWINX 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 VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. FSIRX (501M). FSIRX pays higher dividends than VWINX: FSIRX (4.77) vs VWINX (3.41). FSIRX was incepted earlier than VWINX: FSIRX (20 years) vs VWINX (55 years). FSIRX (0.77) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FSIRX (23.00). FSIRX has a lower initial minimum investment than VWINX: FSIRX (0) vs VWINX (3000). FSIRX annual gain was more profitable for investors over the last year : 9.14 vs. VWINX (4.32). FSIRX return over 5 years is better than : 40.50 vs. VWINX (3.41).
| FSIRX | VWINX | FSIRX / VWINX | |
| Total Expense Ratio | 0.70 | 0.23 | 304% |
| Annual Report Gross Expense Ratio | 0.77 | 0.23 | 335% |
| Fund Existence | 20 years | 55 years | - |
| Gain YTD | 9.637 | 9.204 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 501M | 48.7B | 1% |
| Annual Yield % from dividends | 4.77 | 3.41 | 140% |
| Returns for 1 year | 9.14 | 4.32 | 212% |
| Returns for 3 years | 19.72 | 11.76 | 168% |
| Returns for 5 years | 40.50 | 3.41 | 1,186% |
| Returns for 10 years | 58.68 | 27.98 | 210% |
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