Finny logo
Dibs:
Dibs:
0

AWTAX vs FSCHX

Both AWTAX and FSCHX are mutual funds. AWTAX has a higher 5-year return than FSCHX (13.8% vs 10.39%). AWTAX has a higher expense ratio than FSCHX (1.22% vs 0.79%). Below is the comparison between AWTAX and FSCHX.

AWTAX FSCHX
Security Type Mutual fund Mutual fund
Segment Specialty: Natural Resources Specialty: Natural Resources
Family Virtus Fidelity Investments
Net Assets $304.40M $787.30M
Expense Ratio 1.22% 0.79%
Management Style active active
Dividend Yield 0.18% 0.92%
Minimum Investment $1,000.00 $2,500.00
YTD Return 21.01% 15.15%
1-Year Return 8.63% -1.13%
3-Year Return 17.94% 5.85%
5-Year Return 13.80% 10.39%
10-Year Return 12.14% 11.47%

AWTAX description

The Fund seeks long-term capital appreciation. The Fund seeks to invest in equity securities of companies that are represented in one or more of the S&P Global Water Index, the Palisades Water or Global Water Indices or the Janney Water Index (Composite), or that are substantially engaged in water-related activities.

AWTAX performance & returns

YTD Return 21.01%
1-Month Return -1.09%
3-Month Return 8.63%
1-Year Return 8.63%
3-Year Return 17.94%
5-Year Return 13.80%
10-Year Return 12.14%
AWTAX expense ratio is 1.22%.

AWTAX holdings

Top 10 Holdings (51.94% of Total Assets)

Name Symbol % Assets
American Water Works Co Inc AWK 8.39%
Danaher Corp DHR 6.33%
IDEX Corp IEX 6.14%
Halma PLC HLMA.L 5.80%
Xylem Inc XYL 5.62%
Geberit AG GEBN 4.83%
Tetra Tech Inc TTEK 3.99%
Essential Utilities Inc WTRG 3.73%
Thermo Fisher Scientific Inc TMO 3.60%
Veolia Environnement SA VIE.PA 3.51%

Other relevant AWTAX comparisons

You may also want to check out the following AWTAX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

FSCHX description

The Fund seeks capital appreciation. Under normal condition, the Fund primarily invests in common stocks and invests at least 80% of the assets in domestic and foreign companies principally engaged in the research, development, manufacture, or marketing of products or services related to the chemical process industries.

FSCHX performance & returns

YTD Return 15.15%
1-Month Return -2.64%
3-Month Return -1.13%
1-Year Return -1.13%
3-Year Return 5.85%
5-Year Return 10.39%
10-Year Return 11.47%
FSCHX expense ratio is 0.79%.

FSCHX holdings

Top 10 Holdings (67.22% of Total Assets)

Name Symbol % Assets
Linde PLC LIN.L 18.81%
Sherwin-Williams Co SHW 9.34%
Air Products & Chemicals Inc APD 8.26%
DuPont de Nemours Inc DD 6.72%
Ecolab Inc ECL 5.63%
PPG Industries Inc PPG 5.13%
The Chemours Co CC 3.57%
FMC Corp FMC 3.42%
Celanese Corp Class A CE 3.28%
RPM International Inc RPM 3.06%

Other relevant FSCHX comparisons

You may also want to check out the following FSCHX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us