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FSRAX vs VWINX
FSRAX vs VWINX Comparison
Open Charts FSRAX vs VWINX
Fidelity Advisor Strategic Real Ret A
Price$8.91
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets505.26M
Vanguard Wellesley® Income I
Price$26.78
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets48.74B
FSRAX vs VWINX Comparison Chart in %
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FSRAX vs. VWINX 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 FSRAX is a StrongBuy and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.7B vs. FSRAX (505M). FSRAX pays higher dividends than VWINX: FSRAX (4.47) vs VWINX (3.35). FSRAX was incepted earlier than VWINX: FSRAX (20 years) vs VWINX (55 years). FSRAX (1.03) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. FSRAX (23.00). FSRAX has a lower initial minimum investment than VWINX: FSRAX (0) vs VWINX (3000). FSRAX annual gain was more profitable for investors over the last year : 7.99 vs. VWINX (4.19). FSRAX return over 5 years is better than : 37.02 vs. VWINX (2.65).
| FSRAX | VWINX | FSRAX / VWINX | |
| Total Expense Ratio | 0.95 | 0.23 | 413% |
| Annual Report Gross Expense Ratio | 1.03 | 0.23 | 448% |
| Fund Existence | 20 years | 55 years | - |
| Gain YTD | 9.817 | 10.150 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 48.7B | 1% |
| Annual Yield % from dividends | 4.47 | 3.35 | 134% |
| Returns for 1 year | 7.99 | 4.19 | 191% |
| Returns for 3 years | 18.29 | 8.81 | 208% |
| Returns for 5 years | 37.02 | 2.65 | 1,399% |
| Returns for 10 years | 55.04 | 27.52 | 200% |
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