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FSRKX vs VTMFX
FSRKX vs VTMFX Comparison
Open Charts FSRKX vs VTMFX
Fidelity Strategic Real Return K6
Price$9.23
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets516.89M
Vanguard Tax-Managed Balanced Adm
Price$49.65
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets11.52B
FSRKX vs VTMFX Comparison Chart in %
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FSRKX vs. VTMFX commentary
Feb 05, 2026
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 FSRKX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FSRKX (517M). FSRKX pays higher dividends than VTMFX: FSRKX (4.67) vs VTMFX (2.11). FSRKX was incepted earlier than VTMFX: FSRKX (6 years) vs VTMFX (31 years). FSRKX (0.64) is less costly to investors than VTMFX (0.09). FSRKX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). FSRKX has a lower initial minimum investment than VTMFX: FSRKX (0) vs VTMFX (10000). FSRKX annual gain was more profitable for investors over the last year : 11.46 vs. VTMFX (8.45). FSRKX return over 5 years is better than : 39.07 vs. VTMFX (33.48).
| FSRKX | VTMFX | FSRKX / VTMFX | |
| Total Expense Ratio | 0.51 | 0.09 | 567% |
| Annual Report Gross Expense Ratio | 0.64 | 0.09 | 711% |
| Fund Existence | 6 years | 31 years | - |
| Gain YTD | 2.697 | 1.056 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 517M | 11.5B | 4% |
| Annual Yield % from dividends | 4.67 | 2.11 | 221% |
| Returns for 1 year | 11.46 | 8.45 | 136% |
| Returns for 3 years | 23.25 | 32.78 | 71% |
| Returns for 5 years | 39.07 | 33.48 | 117% |
| Returns for 10 years | N/A | 103.36 | - |
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