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FCSRX vs VWIAX
FCSRX vs VWIAX Comparison
Open Charts FCSRX vs VWIAX
Fidelity Advisor Strategic Real Ret C
Price$8.47
Change-$0.02 (-0.24%)
VolumeN/A
Net Assets480.98M
Vanguard Wellesley® Income Admiral™
Price$63.16
Change-$0.14 (-0.22%)
VolumeN/A
Net Assets48.31B
FCSRX vs VWIAX Comparison Chart in %
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FCSRX vs. VWIAX commentary
Aug 15, 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 FCSRX is a Hold and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.3B vs. FCSRX (481M). FCSRX (3.65) and VWIAX (3.58) have matching dividends . FCSRX was incepted earlier than VWIAX: FCSRX (20 years) vs VWIAX (24 years). FCSRX (1.77) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FCSRX (23.00). FCSRX has a lower initial minimum investment than VWIAX: FCSRX (0) vs VWIAX (50000). FCSRX annual gain was more profitable for investors over the last year : 5.58 vs. VWIAX (3.94). FCSRX return over 5 years is better than : 32.04 vs. VWIAX (3.70).
| FCSRX | VWIAX | FCSRX / VWIAX | |
| Total Expense Ratio | 1.70 | 0.16 | 1,063% |
| Annual Report Gross Expense Ratio | 1.77 | 0.16 | 1,106% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 4.472 | 6.876 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 48.3B | 1% |
| Annual Yield % from dividends | 3.65 | 3.58 | 102% |
| Returns for 1 year | 5.58 | 3.94 | 142% |
| Returns for 3 years | 8.01 | 4.57 | 175% |
| Returns for 5 years | 32.04 | 3.70 | 867% |
| Returns for 10 years | 32.58 | 24.98 | 130% |
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