AWTAX
Price
$21.55
Change
-$0.11 (-0.51%)
Updated
Nov 13 closing price
Net Assets
565.2M
FSDPX
Price
$89.20
Change
-$0.88 (-0.98%)
Updated
Nov 13 closing price
Net Assets
680.33M
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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$21.55
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets565.2M
Fidelity Select Materials
Price$89.20
Change-$0.88 (-0.98%)
VolumeN/A
Net Assets680.33M
AWTAX vs FSDPX Comparison Chart in %
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AWTAX vs. FSDPX commentary
Nov 14, 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: 680M vs. AWTAX (565M). FSDPX pays higher dividends than AWTAX: FSDPX (0.93) 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 : 0.20 vs. FSDPX (-10.17). FSDPX return over 5 years is better than : 20.83 vs. AWTAX (15.79).
AWTAXFSDPXAWTAX / FSDPX
Total Expense Ratio1.220.70174%
Annual Report Gross Expense Ratio1.480.70211%
Fund Existence18 years39 years-
Gain YTD14.1205.997235%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets565M680M83%
Annual Yield % from dividends0.270.9329%
Returns for 1 year0.20-10.17-2%
Returns for 3 years20.88-10.31-203%
Returns for 5 years15.7920.8376%
Returns for 10 years77.5330.83251%
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