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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$21.77
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets584.9M
Fidelity Select Materials
Price$93.61
Change+$0.03 (+0.03%)
VolumeN/A
Net Assets712.41M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 712M vs. AWTAX (585M). 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 : -0.39 vs. FSDPX (-3.59). FSDPX return over 5 years is better than : 37.44 vs. AWTAX (28.33).
| 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 | 15.016 | 11.352 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 712M | 82% |
| Annual Yield % from dividends | 0.28 | 0.93 | 30% |
| Returns for 1 year | -0.39 | -3.59 | 11% |
| Returns for 3 years | 24.44 | -0.33 | -7,347% |
| Returns for 5 years | 28.33 | 37.44 | 76% |
| Returns for 10 years | 83.74 | 36.94 | 227% |
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