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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$21.82
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets574.79M
Fidelity Select Materials
Price$91.27
Change-$0.53 (-0.58%)
VolumeN/A
Net Assets737.92M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Oct 19, 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: 738M vs. AWTAX (575M). 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 : -1.82 vs. FSDPX (-10.50). FSDPX return over 5 years is better than : 30.14 vs. AWTAX (20.99).
| AWTAX | FSDPX | AWTAX / FSDPX | |
| Total Expense Ratio | 1.22 | 0.70 | 174% |
| Annual Report Gross Expense Ratio | 1.48 | 0.70 | 211% |
| Fund Existence | 18 years | 39 years | - |
| Gain YTD | 14.963 | 8.603 | 174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 738M | 78% |
| Annual Yield % from dividends | 0.27 | 0.88 | 31% |
| Returns for 1 year | -1.82 | -10.50 | 17% |
| Returns for 3 years | 33.22 | 5.99 | 554% |
| Returns for 5 years | 20.99 | 30.14 | 70% |
| Returns for 10 years | 77.44 | 33.90 | 228% |
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