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AWTAX vs FSDPX
AWTAX vs FSDPX Comparison
Open Charts AWTAX vs FSDPX
Virtus Duff & Phelps Water A
Price$19.47
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets542.48M
Fidelity Select Materials
Price$99.51
Change+$0.45 (+0.45%)
VolumeN/A
Net Assets699.06M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Jan 15, 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: 699M vs. AWTAX (542M). FSDPX pays higher dividends than AWTAX: FSDPX (1.26) vs AWTAX (0.84). 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). FSDPX annual gain was more profitable for investors over the last year : 17.25 vs. AWTAX (5.27). FSDPX return over 5 years is better than : 20.33 vs. AWTAX (-0.76).
| 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 | 2.528 | 7.908 | 32% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 542M | 699M | 78% |
| Annual Yield % from dividends | 0.84 | 1.26 | 67% |
| Returns for 1 year | 5.27 | 17.25 | 31% |
| Returns for 3 years | 4.89 | 0.04 | 12,331% |
| Returns for 5 years | -0.76 | 20.33 | -4% |
| Returns for 10 years | 71.39 | 72.94 | 98% |
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