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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$21.31
Change+$0.10 (+0.47%)
VolumeN/A
Net Assets573.37M
Fidelity Select Materials
Price$89.70
Change+$0.82 (+0.92%)
VolumeN/A
Net Assets712.41M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Aug 06, 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.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 712M vs. AWTAX (573M). FSDPX pays higher dividends than AWTAX: FSDPX (0.93) 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 : 1.44 vs. FSDPX (-3.31). FSDPX return over 5 years is better than : 33.79 vs. AWTAX (25.26).
| 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 | 11.749 | 5.759 | 204% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 573M | 712M | 80% |
| Annual Yield % from dividends | 0.28 | 0.93 | 30% |
| Returns for 1 year | 1.44 | -3.31 | -44% |
| Returns for 3 years | 16.83 | -2.55 | -659% |
| Returns for 5 years | 25.26 | 33.79 | 75% |
| Returns for 10 years | 73.02 | 24.68 | 296% |
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