Ad is loading...
AWTIX vs FIQRX
AWTIX vs FIQRX Comparison
Open Charts AWTIX vs FIQRX
Virtus Duff & Phelps Water Inst
Price$18.68
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets579.3M
Fidelity Advisor Global Commodity Stk Z
Price$18.62
Change+$0.17 (+0.92%)
VolumeN/A
Net Assets881.72M
AWTIX vs FIQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWTIX vs. FIQRX commentary
Jan 19, 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 AWTIX is a Hold and FIQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 882M vs. AWTIX (579M). FIQRX pays higher dividends than AWTIX: FIQRX (2.18) vs AWTIX (0.86). AWTIX was incepted earlier than FIQRX: AWTIX (17 years) vs FIQRX (6 years). FIQRX is a more actively managed with annual turnover of: 113.00 vs. AWTIX (19.00). FIQRX has a lower initial minimum investment than AWTIX: FIQRX (0) vs AWTIX (1000000). FIQRX annual gain was more profitable for investors over the last year : 14.85 vs. AWTIX (1.80). FIQRX return over 5 years is better than : 65.58 vs. AWTIX (12.35).
| AWTIX | FIQRX | AWTIX / 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 | 0.703 | 4.022 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 882M | 66% |
| Annual Yield % from dividends | 0.86 | 2.18 | 39% |
| Returns for 1 year | 1.80 | 14.85 | 12% |
| Returns for 3 years | -6.75 | 14.32 | -47% |
| Returns for 5 years | 12.35 | 65.58 | 19% |
| Returns for 10 years | 58.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MSTB | 34.49 | 0.36 | +1.05% |
| LHA Market State Tactical Beta ETF | |||
| ICVT | 87.04 | 0.71 | +0.82% |
| iShares Convertible Bond ETF | |||
| BBLB | 82.55 | 0.07 | +0.08% |
| JPMorgan BetaBuilders U.S. TrsBd20+YrETF | |||
| AMND | 53.54 | N/A | N/A |
| ETRACS Alerian Midstream Energy High Dividend Index ETN | |||
| SKOR | 47.76 | -0.01 | -0.02% |
| FlexShares Credit-Scored US Corp Bd ETF | |||