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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$19.13
Change+$0.09 (+0.47%)
VolumeN/A
CapitalizationN/A
Fidelity Select Materials
Price$92.14
Change+$1.01 (+1.11%)
VolumeN/A
CapitalizationN/A
AWTAX vs FSDPX Comparison Chart
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AWTAX vs. FSDPX commentary
Dec 22, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 852M vs. AWTAX (586M). 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 : -0.28 vs. FSDPX (-4.51). FSDPX return over 5 years is better than : 40.09 vs. AWTAX (15.97).
| 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 | -0.999 | -4.812 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 852M | 69% |
| Annual Yield % from dividends | 0.58 | 1.21 | 48% |
| Returns for 1 year | -0.28 | -4.51 | 6% |
| Returns for 3 years | -11.55 | -9.54 | 121% |
| Returns for 5 years | 15.97 | 40.09 | 40% |
| Returns for 10 years | 54.23 | 22.98 | 236% |
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