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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$19.20
Change-$0.21 (-1.08%)
VolumeN/A
Net Assets545.13M
Fidelity Select Materials
Price$82.81
Change-$3.36 (-3.90%)
VolumeN/A
Net Assets721.19M
AWTAX vs FSDPX Comparison Chart
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AWTAX vs. FSDPX commentary
Apr 04, 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: 721M vs. AWTAX (545M). 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 : -6.08 vs. FSDPX (-18.08). FSDPX return over 5 years is better than : 87.11 vs. AWTAX (46.22).
| AWTAX | FSDPX | AWTAX / FSDPX | |
| Total Expense Ratio | 1.22 | 0.71 | 172% |
| Annual Report Gross Expense Ratio | 1.48 | 0.71 | 208% |
| Fund Existence | 17 years | 39 years | - |
| Gain YTD | 1.633 | 1.821 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 545M | 721M | 76% |
| Annual Yield % from dividends | 0.30 | 1.05 | 29% |
| Returns for 1 year | -6.08 | -18.08 | 34% |
| Returns for 3 years | -2.10 | -20.01 | 10% |
| Returns for 5 years | 46.22 | 87.11 | 53% |
| Returns for 10 years | 55.15 | 16.11 | 342% |
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