AWTAX
Price
$21.77
Change
-$0.06 (-0.27%)
Updated
Aug 28 closing price
Net Assets
584.9M
FIQRX
Price
$20.73
Change
+$0.07 (+0.34%)
Updated
Aug 28 closing price
Net Assets
878.15M
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AWTAX vs FIQRX

Header iconAWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRXBanner chart's image
Virtus Duff & Phelps Water A
Price$21.77
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets584.9M
Fidelity Advisor Global Commodity Stk Z
Price$20.73
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets878.15M
AWTAX vs FIQRX Comparison Chart in %
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AWTAX vs. FIQRX commentary
Aug 29, 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 AWTAX is a Buy and FIQRX is a Buy.

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FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 878M vs. AWTAX (585M). FIQRX pays higher dividends than AWTAX: FIQRX (2.51) vs AWTAX (0.28). AWTAX was incepted earlier than FIQRX: AWTAX (17 years) vs FIQRX (7 years). AWTAX (1.48) is less costly to investors than FIQRX (0.76). FIQRX is a more actively managed with annual turnover of: 49.00 vs. AWTAX (22.00). FIQRX has a lower initial minimum investment than AWTAX: FIQRX (0) vs AWTAX (2500). FIQRX annual gain was more profitable for investors over the last year : 10.73 vs. AWTAX (-0.39). FIQRX return over 5 years is better than : 103.22 vs. AWTAX (28.33).
AWTAXFIQRXAWTAX / FIQRX
Total Expense Ratio1.220.76161%
Annual Report Gross Expense Ratio1.480.76195%
Fund Existence17 years7 years-
Gain YTD15.01615.41997%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets585M878M67%
Annual Yield % from dividends0.282.5111%
Returns for 1 year-0.3910.73-4%
Returns for 3 years24.4411.51212%
Returns for 5 years28.33103.2227%
Returns for 10 years83.74N/A-
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