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AWTAX vs FIQRX
AWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRX
Virtus Duff & Phelps Water A
Price$21.36
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets558.85M
Fidelity Advisor Global Commodity Stk Z
Price$22.15
Change-$0.67 (-2.94%)
VolumeN/A
Net Assets964.05M
AWTAX vs FIQRX Comparison Chart in %
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AWTAX vs. FIQRX commentary
Dec 13, 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: 964M vs. AWTAX (559M). FIQRX pays higher dividends than AWTAX: FIQRX (2.20) vs AWTAX (0.27). 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 : 19.57 vs. AWTAX (-1.00). FIQRX return over 5 years is better than : 89.37 vs. AWTAX (14.02).
| 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 | 12.961 | 25.866 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 559M | 964M | 58% |
| Annual Yield % from dividends | 0.27 | 2.20 | 12% |
| Returns for 1 year | -1.00 | 19.57 | -5% |
| Returns for 3 years | 17.01 | 22.16 | 77% |
| Returns for 5 years | 14.02 | 89.37 | 16% |
| Returns for 10 years | 74.76 | N/A | - |
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