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AWTAX vs FIQRX
AWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRX
Virtus Duff & Phelps Water A
Price$19.12
Change-$0.18 (-0.93%)
VolumeN/A
Net Assets548.99M
Fidelity Advisor Global Commodity Stk Z
Price$18.39
Change-$0.37 (-1.97%)
VolumeN/A
Net Assets912.24M
AWTAX vs FIQRX Comparison Chart
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AWTAX vs. FIQRX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 912M vs. AWTAX (549M). 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). FIQRX annual gain was more profitable for investors over the last year : 10.97 vs. AWTAX (-4.40). FIQRX return over 5 years is better than : 74.66 vs. AWTAX (8.42).
| 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 | 0.738 | 2.737 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 912M | 60% |
| Annual Yield % from dividends | 0.58 | 2.18 | 27% |
| Returns for 1 year | -4.40 | 10.97 | -40% |
| Returns for 3 years | 1.03 | 9.58 | 11% |
| Returns for 5 years | 8.42 | 74.66 | 11% |
| Returns for 10 years | 52.83 | N/A | - |
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