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AWTAX vs FIQRX
AWTAX vs FIQRX Comparison
Open Charts AWTAX vs FIQRX
Virtus Duff & Phelps Water A
Price$19.81
Change-$1.71 (-7.95%)
VolumeN/A
Net Assets553.22M
Fidelity Advisor Global Commodity Stk Z
Price$25.90
Change+$4.38 (+20.35%)
VolumeN/A
Net Assets1.19B
AWTAX vs FIQRX Comparison Chart in %
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AWTAX vs. FIQRX commentary
Feb 04, 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: 1.19B vs. AWTAX (553M). FIQRX pays higher dividends than AWTAX: FIQRX (2.29) vs AWTAX (0.81). 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: 78.00 vs. AWTAX (29.00). 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 : 40.06 vs. AWTAX (3.50). FIQRX return over 5 years is better than : 107.02 vs. AWTAX (1.63).
| 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 | 4.318 | 11.888 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 1.19B | 46% |
| Annual Yield % from dividends | 0.81 | 2.29 | 35% |
| Returns for 1 year | 3.50 | 40.06 | 9% |
| Returns for 3 years | 5.66 | 38.73 | 15% |
| Returns for 5 years | 1.63 | 107.02 | 2% |
| Returns for 10 years | 66.23 | N/A | - |
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