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FSRAX vs VWIAX
FSRAX vs VWIAX Comparison
Open Charts FSRAX vs VWIAX
Fidelity Advisor Strategic Real Ret A
Price$8.62
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets480.98M
Vanguard Wellesley® Income Admiral™
Price$62.58
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets48.31B
FSRAX vs VWIAX Comparison Chart in %
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FSRAX vs. VWIAX commentary
Aug 08, 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 FSRAX is a StrongBuy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.3B vs. FSRAX (481M). FSRAX pays higher dividends than VWIAX: FSRAX (4.35) vs VWIAX (3.58). FSRAX was incepted earlier than VWIAX: FSRAX (20 years) vs VWIAX (24 years). FSRAX (1.03) is less costly to investors than VWIAX (0.16). VWIAX is a more actively managed with annual turnover of: 59.00 vs. FSRAX (23.00). FSRAX has a lower initial minimum investment than VWIAX: FSRAX (0) vs VWIAX (50000). FSRAX annual gain was more profitable for investors over the last year : 7.19 vs. VWIAX (4.45). FSRAX return over 5 years is better than : 36.50 vs. VWIAX (1.91).
| FSRAX | VWIAX | FSRAX / VWIAX | |
| Total Expense Ratio | 0.95 | 0.16 | 594% |
| Annual Report Gross Expense Ratio | 1.03 | 0.16 | 644% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 4.566 | 5.593 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 481M | 48.3B | 1% |
| Annual Yield % from dividends | 4.35 | 3.58 | 122% |
| Returns for 1 year | 7.19 | 4.45 | 162% |
| Returns for 3 years | 12.03 | 4.75 | 253% |
| Returns for 5 years | 36.50 | 1.91 | 1,913% |
| Returns for 10 years | 41.76 | 23.60 | 177% |
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