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AWTAX vs FIQRX
AWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRX
Virtus Duff & Phelps Water A
Price$19.47
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets542.48M
Fidelity Advisor Global Commodity Stk Z
Price$24.45
Change+$0.49 (+2.05%)
VolumeN/A
Net Assets993.39M
AWTAX vs FIQRX Comparison Chart in %
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AWTAX vs. FIQRX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FIQRX has more cash in the bank: 993M vs. AWTAX (542M). FIQRX pays higher dividends than AWTAX: FIQRX (2.58) vs AWTAX (0.84). AWTAX was incepted earlier than FIQRX: AWTAX (18 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 : 34.04 vs. AWTAX (5.27). FIQRX return over 5 years is better than : 91.31 vs. AWTAX (-0.76).
| AWTAX | FIQRX | AWTAX / FIQRX | |
| Total Expense Ratio | 1.22 | 0.76 | 161% |
| Annual Report Gross Expense Ratio | 1.48 | 0.76 | 195% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 2.528 | 6.679 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 993M | 55% |
| Annual Yield % from dividends | 0.84 | 2.58 | 33% |
| Returns for 1 year | 5.27 | 34.04 | 15% |
| Returns for 3 years | 4.89 | 28.84 | 17% |
| Returns for 5 years | -0.76 | 91.31 | -1% |
| Returns for 10 years | 71.39 | N/A | - |
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