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ADGAX vs VTSMX
ADGAX vs VTSMX Comparison
Open Charts ADGAX vs VTSMX
AB Core Opportunities A
Price$25.38
Change-$0.48 (-1.86%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
ADGAX vs VTSMX Comparison Chart
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ADGAX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. ADGAX (186M). 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 : 30.52 vs. ADGAX (24.97). VTSMX return over 5 years is better than : 83.72 vs. ADGAX (22.30).
| 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 | 23.025 | 22.392 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.73T | 0% |
| Annual Yield % from dividends | 0.22 | 1.26 | 17% |
| Returns for 1 year | 24.97 | 30.52 | 82% |
| Returns for 3 years | -5.76 | 19.91 | -29% |
| Returns for 5 years | 22.30 | 83.72 | 27% |
| Returns for 10 years | 23.80 | 186.07 | 13% |
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