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FIQDX vs VWIAX
FIQDX vs VWIAX Comparison
Open Charts FIQDX vs VWIAX
Fidelity Advisor Strategic Real Ret Z
Price$8.80
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets480.98M
Vanguard Wellesley® Income Admiral™
Price$63.52
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets48.31B
FIQDX vs VWIAX Comparison Chart in %
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FIQDX vs. VWIAX commentary
Aug 30, 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 FIQDX is a StrongBuy and VWIAX is a Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.3B vs. FIQDX (481M). FIQDX pays higher dividends than VWIAX: FIQDX (4.64) vs VWIAX (3.58). FIQDX was incepted earlier than VWIAX: FIQDX (7 years) vs VWIAX (24 years). FIQDX (0.67) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FIQDX (23.00). FIQDX has a lower initial minimum investment than VWIAX: FIQDX (0) vs VWIAX (50000). FIQDX annual gain was more profitable for investors over the last year : 6.81 vs. VWIAX (2.75). FIQDX return over 5 years is better than : 39.55 vs. VWIAX (4.17).
| FIQDX | VWIAX | FIQDX / VWIAX | |
| Total Expense Ratio | 0.61 | 0.16 | 381% |
| Annual Report Gross Expense Ratio | 0.67 | 0.16 | 419% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 6.512 | 7.416 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 48.3B | 1% |
| Annual Yield % from dividends | 4.64 | 3.58 | 130% |
| Returns for 1 year | 6.81 | 2.75 | 247% |
| Returns for 3 years | 14.20 | 8.42 | 169% |
| Returns for 5 years | 39.55 | 4.17 | 947% |
| Returns for 10 years | N/A | 29.91 | - |
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