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ADGAX vs VTSMX
ADGAX vs VTSMX Comparison
Open Charts ADGAX vs VTSMX
AB Core Opportunities A
Price$23.64
Change-$0.43 (-1.79%)
VolumeN/A
Net Assets182.92M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
ADGAX vs VTSMX Comparison Chart
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ADGAX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ADGAX (183M). VTSMX pays higher dividends than ADGAX: VTSMX (1.26) vs ADGAX (0.22). ADGAX was incepted earlier than VTSMX: ADGAX (25 years) vs VTSMX (33 years). ADGAX is a more actively managed with annual turnover of: 92.00 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 : 17.60 vs. ADGAX (5.72). VTSMX return over 5 years is better than : 74.84 vs. ADGAX (15.20).
| ADGAX | VTSMX | ADGAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 2.783 | 2.121 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 1.84T | 0% |
| Annual Yield % from dividends | 0.22 | 1.26 | 17% |
| Returns for 1 year | 5.72 | 17.60 | 32% |
| Returns for 3 years | 11.83 | 36.78 | 32% |
| Returns for 5 years | 15.20 | 74.84 | 20% |
| Returns for 10 years | 26.02 | 180.15 | 14% |