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AWTAX vs FIQRX
AWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRX
Virtus Duff & Phelps Water A
Price$21.63
Change+$0.15 (+0.70%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Global Commodity Stk Z
Price$19.67
Change+$0.27 (+1.39%)
VolumeN/A
CapitalizationN/A
AWTAX vs FIQRX Comparison Chart
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AWTAX vs. FIQRX commentary
Nov 22, 2024
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 StrongBuy and FIQRX is a Buy.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 931M vs. AWTAX (633M). FIQRX pays higher dividends than AWTAX: FIQRX (2.18) vs AWTAX (0.58). AWTAX was incepted earlier than FIQRX: AWTAX (17 years) vs FIQRX (6 years). FIQRX is a more actively managed with annual turnover of: 113.00 vs. AWTAX (19.00). FIQRX has a lower initial minimum investment than AWTAX: FIQRX (0) vs AWTAX (2500). AWTAX annual gain was more profitable for investors over the last year : 16.23 vs. FIQRX (12.08). FIQRX return over 5 years is better than : 72.14 vs. AWTAX (33.20).
| AWTAX | FIQRX | AWTAX / FIQRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 10.733 | 8.866 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 931M | 68% |
| Annual Yield % from dividends | 0.58 | 2.18 | 27% |
| Returns for 1 year | 16.23 | 12.08 | 134% |
| Returns for 3 years | -10.15 | 30.30 | -34% |
| Returns for 5 years | 33.20 | 72.14 | 46% |
| Returns for 10 years | 73.45 | N/A | - |
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