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ADGAX vs VSMPX
ADGAX vs VSMPX Comparison
Open Charts ADGAX vs VSMPX
AB Core Opportunities A
Price$22.39
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets169.35M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
ADGAX vs VSMPX Comparison Chart
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ADGAX vs. VSMPX commentary
May 10, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. ADGAX (169M). VSMPX pays higher dividends than ADGAX: VSMPX (1.37) vs ADGAX (0.04). ADGAX was incepted earlier than VSMPX: ADGAX (25 years) vs VSMPX (10 years). ADGAX (1.17) is less costly to investors than VSMPX (0.02). ADGAX is a more actively managed with annual turnover of: 46.00 vs. VSMPX (2.00). ADGAX has a lower initial minimum investment than VSMPX: ADGAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.03 vs. ADGAX (-2.49). VSMPX return over 5 years is better than : 89.37 vs. ADGAX (21.10).
| ADGAX | VSMPX | ADGAX / VSMPX | |
| Total Expense Ratio | 1.15 | 0.02 | 5,750% |
| Annual Report Gross Expense Ratio | 1.17 | 0.02 | 5,850% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -2.826 | -3.953 | 71% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 1.72T | 0% |
| Annual Yield % from dividends | 0.04 | 1.37 | 3% |
| Returns for 1 year | -2.49 | 8.03 | -31% |
| Returns for 3 years | 16.02 | 40.22 | 40% |
| Returns for 5 years | 21.10 | 89.37 | 24% |
| Returns for 10 years | 20.93 | 157.53 | 13% |