Ad is loading...
AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$19.29
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets582.67M
Fidelity Select Materials
Price$88.64
Change+$0.48 (+0.54%)
VolumeN/A
Net Assets738.74M
AWTAX vs FSDPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWTAX vs. FSDPX commentary
Jan 24, 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 Hold and FSDPX is a Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 739M vs. AWTAX (583M). FSDPX pays higher dividends than AWTAX: FSDPX (1.21) vs AWTAX (0.58). AWTAX was incepted earlier than FSDPX: AWTAX (17 years) vs FSDPX (38 years). FSDPX is a more actively managed with annual turnover of: 47.00 vs. AWTAX (19.00). 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 : 1.66 vs. FSDPX (-5.91). FSDPX return over 5 years is better than : 37.78 vs. AWTAX (11.54).
| AWTAX | FSDPX | AWTAX / FSDPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 38 years | - |
| Gain YTD | 1.686 | 4.902 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 583M | 739M | 79% |
| Annual Yield % from dividends | 0.58 | 1.21 | 48% |
| Returns for 1 year | 1.66 | -5.91 | -28% |
| Returns for 3 years | -4.25 | -9.51 | 45% |
| Returns for 5 years | 11.54 | 37.78 | 31% |
| Returns for 10 years | 58.82 | 21.67 | 271% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FZANX | 46.32 | 0.60 | +1.31% |
| Fidelity Advisor New Insights Z | |||
| FTXCX | 49.05 | 0.09 | +0.18% |
| FullerThaler Behavioral Sm-Cp Gr C | |||
| GSJPX | 37.71 | N/A | N/A |
| Goldman Sachs Technology Opps P | |||
| TQVAX | 18.11 | -0.10 | -0.55% |
| T. Rowe Price Integrated US LCV Eq Adv | |||
| IJMAX | 15.83 | -0.09 | -0.57% |
| VY® JPMorgan Mid Cap Value A | |||