AWTAX
Price
$19.69
Change
-$0.05 (-0.25%)
Updated
Apr 25 closing price
Net Assets
548.1M
FSDPX
Price
$83.41
Change
-$0.40 (-0.48%)
Updated
Apr 25 closing price
Net Assets
721.19M
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AWTAX vs FSDPX

Header iconAWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPXBanner chart's image
Virtus Duff & Phelps Water A
Price$19.69
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets548.1M
Fidelity Select Materials
Price$83.41
Change-$0.40 (-0.48%)
VolumeN/A
Net Assets721.19M
AWTAX vs FSDPX Comparison Chart
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AWTAX vs. FSDPX commentary
Apr 28, 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.

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FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 721M vs. AWTAX (548M). FSDPX pays higher dividends than AWTAX: FSDPX (1.05) vs AWTAX (0.30). AWTAX was incepted earlier than FSDPX: AWTAX (17 years) vs FSDPX (39 years). AWTAX (1.48) is less costly to investors than FSDPX (0.71). FSDPX is a more actively managed with annual turnover of: 51.00 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 : -3.39 vs. FSDPX (-14.95). FSDPX return over 5 years is better than : 54.91 vs. AWTAX (35.54).
AWTAXFSDPXAWTAX / FSDPX
Total Expense Ratio1.220.71172%
Annual Report Gross Expense Ratio1.480.71208%
Fund Existence17 years39 years-
Gain YTD3.741-0.750-499%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets548M721M76%
Annual Yield % from dividends0.301.0529%
Returns for 1 year-3.39-14.9523%
Returns for 3 years10.19-14.88-68%
Returns for 5 years35.5454.9165%
Returns for 10 years53.7010.58508%
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