AWTAX
Price
$20.82
Change
-$0.11 (-0.53%)
Updated
Nov 19 closing price
Net Assets
548.39M
FSDPX
Price
$86.41
Change
-$0.23 (-0.27%)
Updated
Nov 18 closing price
Net Assets
680.33M
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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$20.82
Change-$0.11 (-0.53%)
VolumeN/A
Net Assets548.39M
Fidelity Select Materials
Price$86.41
Change-$0.23 (-0.27%)
VolumeN/A
Net Assets680.33M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Nov 20, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 680M vs. AWTAX (548M). FSDPX pays higher dividends than AWTAX: FSDPX (0.93) vs AWTAX (0.27). AWTAX was incepted earlier than FSDPX: AWTAX (18 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 : -2.70 vs. FSDPX (-12.22). FSDPX return over 5 years is better than : 16.11 vs. AWTAX (11.70).
AWTAXFSDPXAWTAX / FSDPX
Total Expense Ratio1.220.70174%
Annual Report Gross Expense Ratio1.480.70211%
Fund Existence18 years39 years-
Gain YTD9.6942.820344%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets548M680M81%
Annual Yield % from dividends0.270.9329%
Returns for 1 year-2.70-12.2222%
Returns for 3 years15.88-11.29-141%
Returns for 5 years11.7016.1173%
Returns for 10 years65.1424.18269%
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