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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Aug 20, 2026
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: 748M vs. AWTAX (486M). FSDPX pays higher dividends than AWTAX: FSDPX (1.38) vs AWTAX (0.84). AWTAX was incepted earlier than FSDPX: AWTAX (18 years) vs FSDPX (40 years). AWTAX (1.49) is less costly to investors than FSDPX (0.69). FSDPX is a more actively managed with annual turnover of: 56.00 vs. AWTAX (29.00). FSDPX has a lower initial minimum investment than AWTAX: FSDPX (0) vs AWTAX (2500). FSDPX annual gain was more profitable for investors over the last year : 11.52 vs. AWTAX (-12.26). FSDPX return over 5 years is better than : 8.80 vs. AWTAX (-17.85).
| AWTAX | FSDPX | AWTAX / FSDPX | |
| Total Expense Ratio | 1.22 | 0.69 | 177% |
| Annual Report Gross Expense Ratio | 1.49 | 0.69 | 216% |
| Fund Existence | 18 years | 40 years | - |
| Gain YTD | -0.474 | 9.823 | -5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 748M | 65% |
| Annual Yield % from dividends | 0.84 | 1.38 | 61% |
| Returns for 1 year | -12.26 | 11.52 | -106% |
| Returns for 3 years | 3.63 | 8.59 | 42% |
| Returns for 5 years | -17.85 | 8.80 | -203% |
| Returns for 10 years | 36.87 | 44.66 | 83% |
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