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ADGAX vs VFINX
ADGAX vs VFINX Comparison
Open Charts ADGAX vs VFINX
AB Core Opportunities A
Price$22.04
Change-$0.52 (-2.30%)
VolumeN/A
Net Assets172.3M
Vanguard 500 Index Investor
Price$519.36
Change-$14.30 (-2.68%)
VolumeN/A
Net Assets1.4T
ADGAX vs VFINX Comparison Chart
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ADGAX vs. VFINX commentary
Mar 11, 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 ADGAX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. ADGAX (172M). VFINX pays higher dividends than ADGAX: VFINX (1.12) vs ADGAX (0.04). ADGAX was incepted earlier than VFINX: ADGAX (25 years) vs VFINX (49 years). ADGAX (1.20) is less costly to investors than VFINX (0.14). ADGAX is a more actively managed with annual turnover of: 46.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ADGAX: VFINX (0) vs ADGAX (2500). VFINX annual gain was more profitable for investors over the last year : 11.93 vs. ADGAX (-1.36). VFINX return over 5 years is better than : 94.09 vs. ADGAX (21.25).
| ADGAX | VFINX | ADGAX / VFINX | |
| Total Expense Ratio | 1.15 | 0.14 | 821% |
| Annual Report Gross Expense Ratio | 1.20 | 0.14 | 857% |
| Fund Existence | 25 years | 49 years | - |
| Gain YTD | -1.913 | -1.691 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 1.4T | 0% |
| Annual Yield % from dividends | 0.04 | 1.12 | 3% |
| Returns for 1 year | -1.36 | 11.93 | -11% |
| Returns for 3 years | 11.35 | 38.44 | 30% |
| Returns for 5 years | 21.25 | 94.09 | 23% |
| Returns for 10 years | 23.45 | 182.32 | 13% |
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