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AWTAX vs FIQRX
AWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRX
Virtus Duff & Phelps Water A
Price$19.20
Change-$0.21 (-1.08%)
VolumeN/A
Net Assets545.13M
Fidelity Advisor Global Commodity Stk Z
Price$17.97
Change-$0.76 (-4.06%)
VolumeN/A
Net Assets876.47M
AWTAX vs FIQRX Comparison Chart
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AWTAX vs. FIQRX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 876M vs. AWTAX (545M). FIQRX pays higher dividends than AWTAX: FIQRX (2.65) vs AWTAX (0.30). 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 : 1.66 vs. AWTAX (-5.96). FIQRX return over 5 years is better than : 149.60 vs. AWTAX (47.13).
| AWTAX | FIQRX | AWTAX / FIQRX | |
| Total Expense Ratio | 1.22 | 0.76 | 161% |
| Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 2.266 | 4.413 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 876M | 62% |
| Annual Yield % from dividends | 0.30 | 2.65 | 11% |
| Returns for 1 year | -5.96 | 1.66 | -358% |
| Returns for 3 years | -1.34 | -6.12 | 22% |
| Returns for 5 years | 47.13 | 149.60 | 32% |
| Returns for 10 years | 54.79 | N/A | - |
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