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AWTIX vs FIQRX
AWTIX vs FIQRX Comparison
Open Charts AWTIX vs FIQRX
Virtus Duff & Phelps Water Inst
Price$19.74
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets561.72M
Fidelity Advisor Global Commodity Stk Z
Price$18.36
Change+$0.25 (+1.38%)
VolumeN/A
Net Assets834.61M
AWTIX vs FIQRX Comparison Chart
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AWTIX vs. FIQRX commentary
May 11, 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 Buy and FIQRX is a Buy.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 835M vs. AWTIX (562M). FIQRX pays higher dividends than AWTIX: FIQRX (2.74) vs AWTIX (0.75). AWTIX was incepted earlier than FIQRX: AWTIX (17 years) vs FIQRX (7 years). AWTIX (1.23) is less costly to investors than FIQRX (0.76). FIQRX is a more actively managed with annual turnover of: 49.00 vs. AWTIX (22.00). 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 : -4.68 vs. AWTIX (-5.73). FIQRX return over 5 years is better than : 107.68 vs. AWTIX (40.46).
| AWTIX | FIQRX | AWTIX / FIQRX | |
| Total Expense Ratio | 0.93 | 0.76 | 122% |
| Annual Report Gross Expense Ratio | 1.23 | 0.76 | 162% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 6.760 | 2.570 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 835M | 67% |
| Annual Yield % from dividends | 0.75 | 2.74 | 27% |
| Returns for 1 year | -5.73 | -4.68 | 123% |
| Returns for 3 years | 20.11 | 3.48 | 579% |
| Returns for 5 years | 40.46 | 107.68 | 38% |
| Returns for 10 years | 57.97 | N/A | - |
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