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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$21.20
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets574.06M
Fidelity Select Materials
Price$92.39
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets729.08M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Jul 12, 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 StrongBuy and FSDPX is a Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 729M vs. AWTAX (574M). FSDPX pays higher dividends than AWTAX: FSDPX (0.92) vs AWTAX (0.28). 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 : 1.30 vs. FSDPX (-4.28). FSDPX return over 5 years is better than : 48.09 vs. AWTAX (33.85).
| 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 | 11.380 | 9.912 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 574M | 729M | 79% |
| Annual Yield % from dividends | 0.28 | 0.92 | 30% |
| Returns for 1 year | 1.30 | -4.28 | -30% |
| Returns for 3 years | 28.45 | 8.74 | 326% |
| Returns for 5 years | 33.85 | 48.09 | 70% |
| Returns for 10 years | 70.96 | 25.40 | 279% |
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