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AWTAX vs FIQRX
AWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRX
Virtus Duff & Phelps Water A
Price$21.31
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets573.37M
Fidelity Advisor Global Commodity Stk Z
Price$19.88
Change+$0.25 (+1.27%)
VolumeN/A
Net Assets878.15M
AWTAX vs FIQRX Comparison Chart in %
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AWTAX vs. FIQRX commentary
Aug 06, 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 Hold and FIQRX is a Buy.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 878M vs. AWTAX (573M). 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 : 11.19 vs. AWTAX (1.44). FIQRX return over 5 years is better than : 94.44 vs. AWTAX (25.26).
| 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 | 11.749 | 9.665 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 878M | 65% |
| Annual Yield % from dividends | 0.28 | 2.51 | 11% |
| Returns for 1 year | 1.44 | 11.19 | 13% |
| Returns for 3 years | 16.83 | 16.06 | 105% |
| Returns for 5 years | 25.26 | 94.44 | 27% |
| Returns for 10 years | 73.02 | N/A | - |
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