Interact to see
Advertisement
Advertisement
ADGAX vs VTSMX
ADGAX vs VTSMX Comparison
Open Charts ADGAX vs VTSMX
AB Core Opportunities A
Price$23.78
Change+$0.21 (+0.89%)
VolumeN/A
Net Assets176.83M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
ADGAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADGAX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ADGAX (177M). VTSMX pays higher dividends than ADGAX: VTSMX (1.18) vs ADGAX (0.04). ADGAX was incepted earlier than VTSMX: ADGAX (25 years) vs VTSMX (33 years). ADGAX (1.17) is less costly to investors than VTSMX (0.14). ADGAX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (2.00). ADGAX has a lower initial minimum investment than VTSMX: ADGAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.96 vs. ADGAX (0.16). VTSMX return over 5 years is better than : 80.94 vs. ADGAX (18.67).
| ADGAX | VTSMX | ADGAX / VTSMX | |
| Total Expense Ratio | 1.15 | 0.14 | 821% |
| Annual Report Gross Expense Ratio | 1.17 | 0.14 | 836% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 2.478 | 0.817 | 303% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.18 | 3% |
| Returns for 1 year | 0.16 | 10.96 | 1% |
| Returns for 3 years | 15.37 | 40.34 | 38% |
| Returns for 5 years | 18.67 | 80.94 | 23% |
| Returns for 10 years | 28.15 | 179.94 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement