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FSRKX vs VWINX
FSRKX vs VWINX Comparison
Open Charts FSRKX vs VWINX
Fidelity Strategic Real Return K6
Price$8.93
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets505.26M
Vanguard Wellesley® Income I
Price$25.57
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets49.3B
FSRKX vs VWINX Comparison Chart in %
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FSRKX vs. VWINX commentary
Dec 27, 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 FSRKX is a StrongBuy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49.3B vs. FSRKX (505M). FSRKX pays higher dividends than VWINX: FSRKX (4.85) vs VWINX (3.35). 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 : 9.60 vs. VWINX (4.92). FSRKX return over 5 years is better than : 37.37 vs. VWINX (0.16).
| 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 | 9.336 | 5.173 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 49.3B | 1% |
| Annual Yield % from dividends | 4.85 | 3.35 | 145% |
| Returns for 1 year | 9.60 | 4.92 | 195% |
| Returns for 3 years | 21.18 | 11.01 | 192% |
| Returns for 5 years | 37.37 | 0.16 | 23,158% |
| Returns for 10 years | N/A | 25.46 | - |
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