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FSRKX vs VWINX
FSRKX vs VWINX Comparison
Open Charts FSRKX vs VWINX
Fidelity Strategic Real Return K6
Price$9.12
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets500.99M
Vanguard Wellesley® Income I
Price$25.84
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets48.41B
FSRKX vs VWINX Comparison Chart in %
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FSRKX vs. VWINX commentary
Jan 16, 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 Hold and VWINX is a Hold.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.4B vs. FSRKX (501M). FSRKX pays higher dividends than VWINX: FSRKX (4.83) vs VWINX (3.48). FSRKX was incepted earlier than VWINX: FSRKX (6 years) vs VWINX (56 years). FSRKX (0.64) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 63.00 vs. FSRKX (29.00). FSRKX has a lower initial minimum investment than VWINX: FSRKX (0) vs VWINX (3000). FSRKX annual gain was more profitable for investors over the last year : 12.03 vs. VWINX (7.23). FSRKX return over 5 years is better than : 39.44 vs. VWINX (0.89).
| FSRKX | VWINX | FSRKX / VWINX | |
| Total Expense Ratio | 0.51 | 0.23 | 222% |
| Annual Report Gross Expense Ratio | 0.64 | 0.23 | 278% |
| Fund Existence | 6 years | 56 years | - |
| Gain YTD | 2.022 | 1.375 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 48.4B | 1% |
| Annual Yield % from dividends | 4.83 | 3.48 | 139% |
| Returns for 1 year | 12.03 | 7.23 | 166% |
| Returns for 3 years | 22.58 | 9.95 | 227% |
| Returns for 5 years | 39.44 | 0.89 | 4,456% |
| Returns for 10 years | N/A | 30.46 | - |
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