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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$20.66
Change-$0.27 (-1.29%)
VolumeN/A
Net Assets570.86M
Fidelity Select Materials
Price$88.40
Change-$0.80 (-0.90%)
VolumeN/A
Net Assets719.5M
AWTAX vs FSDPX Comparison Chart
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AWTAX vs. FSDPX commentary
Jun 14, 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: 720M vs. AWTAX (571M). FSDPX pays higher dividends than AWTAX: FSDPX (0.94) 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 : -0.89 vs. FSDPX (-9.45). FSDPX return over 5 years is better than : 53.71 vs. AWTAX (37.09).
| 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 | 10.274 | 6.140 | 167% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 571M | 720M | 79% |
| Annual Yield % from dividends | 0.28 | 0.94 | 30% |
| Returns for 1 year | -0.89 | -9.45 | 9% |
| Returns for 3 years | 30.54 | -2.43 | -1,258% |
| Returns for 5 years | 37.09 | 53.71 | 69% |
| Returns for 10 years | 65.76 | 17.97 | 366% |
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