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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$19.12
Change-$0.18 (-0.93%)
VolumeN/A
Net Assets548.99M
Fidelity Select Materials
Price$87.38
Change-$1.94 (-2.17%)
VolumeN/A
Net Assets763.52M
AWTAX vs FSDPX Comparison Chart
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AWTAX vs. FSDPX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 764M vs. AWTAX (549M). 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 : -4.40 vs. FSDPX (-10.43). FSDPX return over 5 years is better than : 34.58 vs. AWTAX (8.42).
| 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 | 0.738 | 3.974 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 764M | 72% |
| Annual Yield % from dividends | 0.58 | 1.21 | 48% |
| Returns for 1 year | -4.40 | -10.43 | 42% |
| Returns for 3 years | 1.03 | -10.18 | -10% |
| Returns for 5 years | 8.42 | 34.58 | 24% |
| Returns for 10 years | 52.83 | 12.31 | 429% |
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