AWTAX
Price
$21.67
Change
-$0.14 (-0.64%)
Updated
Oct 7 closing price
Net Assets
576.24M
FSDPX
Price
$94.08
Change
-$0.00 (-0.00%)
Updated
Oct 6 closing price
Net Assets
737.92M
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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$21.67
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets576.24M
Fidelity Select Materials
Price$94.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets737.92M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Oct 08, 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.

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FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 738M vs. AWTAX (576M). FSDPX pays higher dividends than AWTAX: FSDPX (0.88) 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 : -0.03 vs. FSDPX (-5.75). FSDPX return over 5 years is better than : 34.27 vs. AWTAX (22.26).
AWTAXFSDPXAWTAX / FSDPX
Total Expense Ratio1.220.70174%
Annual Report Gross Expense Ratio1.480.70211%
Fund Existence18 years39 years-
Gain YTD14.91011.947125%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets576M738M78%
Annual Yield % from dividends0.270.8831%
Returns for 1 year-0.03-5.750%
Returns for 3 years37.5511.64323%
Returns for 5 years22.2634.2765%
Returns for 10 years78.0637.08210%
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