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FSRRX vs VTMFX
FSRRX vs VTMFX Comparison
Open Charts FSRRX vs VTMFX
Fidelity Strategic Real Return
Price$9.16
Change+$0.36 (+4.09%)
VolumeN/A
Net Assets516.89M
Vanguard Tax-Managed Balanced Adm
Price$49.74
Change+$1.00 (+2.05%)
VolumeN/A
Net Assets11.52B
FSRRX vs VTMFX Comparison Chart in %
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FSRRX vs. VTMFX commentary
Feb 04, 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 FSRRX is a Buy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 11.5B vs. FSRRX (517M). FSRRX pays higher dividends than VTMFX: FSRRX (4.53) vs VTMFX (2.11). FSRRX was incepted earlier than VTMFX: FSRRX (20 years) vs VTMFX (31 years). FSRRX (0.77) is less costly to investors than VTMFX (0.09). FSRRX is a more actively managed with annual turnover of: 29.00 vs. VTMFX (20.00). FSRRX has a lower initial minimum investment than VTMFX: FSRRX (0) vs VTMFX (10000). FSRRX annual gain was more profitable for investors over the last year : 11.20 vs. VTMFX (8.45). FSRRX return over 5 years is better than : 37.70 vs. VTMFX (33.48).
| FSRRX | VTMFX | FSRRX / VTMFX | |
| Total Expense Ratio | 0.70 | 0.09 | 778% |
| Annual Report Gross Expense Ratio | 0.77 | 0.09 | 856% |
| Fund Existence | 20 years | 31 years | - |
| Gain YTD | 2.596 | 1.056 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 517M | 11.5B | 4% |
| Annual Yield % from dividends | 4.53 | 2.11 | 214% |
| Returns for 1 year | 11.20 | 8.45 | 133% |
| Returns for 3 years | 22.52 | 32.78 | 69% |
| Returns for 5 years | 37.70 | 33.48 | 113% |
| Returns for 10 years | 69.24 | 103.36 | 67% |
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