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FSRTX vs VWIAX
FSRTX vs VWIAX Comparison
Open Charts FSRTX vs VWIAX
Fidelity Advisor Strategic Real Ret M
Price$8.92
Change+$0.03 (+0.34%)
VolumeN/A
Net Assets505.26M
Vanguard Wellesley® Income Admiral™
Price$64.79
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets49.3B
FSRTX vs VWIAX Comparison Chart in %
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FSRTX vs. VWIAX 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 FSRTX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 49.3B vs. FSRTX (505M). FSRTX pays higher dividends than VWIAX: FSRTX (4.47) vs VWIAX (3.41). FSRTX was incepted earlier than VWIAX: FSRTX (20 years) vs VWIAX (25 years). FSRTX (1.04) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FSRTX (23.00). FSRTX has a lower initial minimum investment than VWIAX: FSRTX (0) vs VWIAX (50000). FSRTX annual gain was more profitable for investors over the last year : 7.98 vs. VWIAX (4.23). FSRTX return over 5 years is better than : 36.97 vs. VWIAX (2.86).
| FSRTX | VWIAX | FSRTX / VWIAX | |
| Total Expense Ratio | 0.95 | 0.16 | 594% |
| Annual Report Gross Expense Ratio | 1.04 | 0.16 | 650% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 9.805 | 10.212 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 505M | 49.3B | 1% |
| Annual Yield % from dividends | 4.47 | 3.41 | 131% |
| Returns for 1 year | 7.98 | 4.23 | 189% |
| Returns for 3 years | 18.28 | 8.94 | 204% |
| Returns for 5 years | 36.97 | 2.86 | 1,290% |
| Returns for 10 years | 54.90 | 28.03 | 196% |
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