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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
Sep 10, 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 Buy and FSDPX is a Hold.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 791M vs. AWTAX (477M). FSDPX pays higher dividends than AWTAX: FSDPX (1.29) 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 : 11.09 vs. AWTAX (-12.13). FSDPX return over 5 years is better than : 9.78 vs. AWTAX (-18.94).
| 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 | -0.421 | 12.442 | -3% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 791M | 60% |
| Annual Yield % from dividends | 0.84 | 1.29 | 65% |
| Returns for 1 year | -12.13 | 11.09 | -109% |
| Returns for 3 years | 4.82 | 9.85 | 49% |
| Returns for 5 years | -18.94 | 9.78 | -194% |
| Returns for 10 years | 40.36 | 50.61 | 80% |
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