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ADGAX vs VSMPX
ADGAX vs VSMPX Comparison
Open Charts ADGAX vs VSMPX
AB Core Opportunities A
Price$23.78
Change+$0.21 (+0.89%)
VolumeN/A
Net Assets176.83M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
ADGAX vs VSMPX Comparison Chart
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ADGAX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. ADGAX (177M). VSMPX pays higher dividends than ADGAX: VSMPX (1.29) 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 : 10.97 vs. ADGAX (0.16). VSMPX return over 5 years is better than : 81.02 vs. ADGAX (18.67).
| 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 | 2.478 | 0.837 | 296% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.29 | 3% |
| Returns for 1 year | 0.16 | 10.97 | 1% |
| Returns for 3 years | 15.37 | 40.40 | 38% |
| Returns for 5 years | 18.67 | 81.02 | 23% |
| Returns for 10 years | 28.15 | 171.64 | 16% |
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