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FIQRX vs KBIWX
FIQRX vs KBIWX Comparison
Open Charts FIQRX vs KBIWX
Fidelity Advisor Global Commodity Stk Z
Price$17.10
Change+$1.12 (+7.01%)
VolumeN/A
Net Assets876.47M
KBI Global Investors Aquarius Instl
Price$10.23
Change+$0.55 (+5.68%)
VolumeN/A
Net Assets45.6M
FIQRX vs KBIWX Comparison Chart
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FIQRX vs. KBIWX commentary
Apr 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 FIQRX is a Hold and KBIWX is a Hold.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 876M vs. KBIWX (45.6M). FIQRX pays higher dividends than KBIWX: FIQRX (2.65) vs KBIWX (1.09). FIQRX was incepted earlier than KBIWX: FIQRX (7 years) vs KBIWX (7 years). KBIWX (1.37) is less costly to investors than FIQRX (0.76). FIQRX is a more actively managed with annual turnover of: 49.00 vs. KBIWX (41.00). FIQRX has a lower initial minimum investment than KBIWX: FIQRX (0) vs KBIWX (100000). FIQRX annual gain was more profitable for investors over the last year : -15.80 vs. KBIWX (-21.43). FIQRX return over 5 years is better than : 90.68 vs. KBIWX (16.99).
| FIQRX | KBIWX | FIQRX / KBIWX | |
| Total Expense Ratio | 0.76 | 1.00 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 1.37 | 55% |
| Fund Existence | 7 years | 7 years | - |
| Gain YTD | -10.726 | -7.545 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 45.6M | 1,921% |
| Annual Yield % from dividends | 2.65 | 1.09 | 242% |
| Returns for 1 year | -15.80 | -21.43 | 74% |
| Returns for 3 years | -21.02 | -15.25 | 138% |
| Returns for 5 years | 90.68 | 16.99 | 534% |
| Returns for 10 years | N/A | N/A | - |
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