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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$20.50
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets572.67M
Fidelity Select Materials
Price$87.14
Change-$0.85 (-0.97%)
VolumeN/A
Net Assets705.26M
AWTAX vs FSDPX Comparison Chart
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AWTAX vs. FSDPX commentary
May 23, 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 FSDPX is a Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 705M vs. AWTAX (573M). FSDPX pays higher dividends than AWTAX: FSDPX (0.97) vs AWTAX (0.29). AWTAX was incepted earlier than FSDPX: AWTAX (17 years) vs FSDPX (39 years). AWTAX (1.48) is less costly to investors than FSDPX (0.70). FSDPX is a more actively managed with annual turnover of: 65.00 vs. AWTAX (22.00). FSDPX has a lower initial minimum investment than AWTAX: FSDPX (0) vs AWTAX (2500). AWTAX annual gain was more profitable for investors over the last year : -4.98 vs. FSDPX (-13.99). FSDPX return over 5 years is better than : 55.32 vs. AWTAX (42.56).
| AWTAX | FSDPX | AWTAX / FSDPX | |
| Total Expense Ratio | 1.22 | 0.70 | 174% |
| Annual Report Gross Expense Ratio | 1.48 | 0.70 | 211% |
| Fund Existence | 17 years | 39 years | - |
| Gain YTD | 9.115 | 4.700 | 194% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 705M | 81% |
| Annual Yield % from dividends | 0.29 | 0.97 | 30% |
| Returns for 1 year | -4.98 | -13.99 | 36% |
| Returns for 3 years | 20.70 | -9.28 | -223% |
| Returns for 5 years | 42.56 | 55.32 | 77% |
| Returns for 10 years | 59.85 | 14.24 | 420% |
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