Interact to see
Advertisement
Advertisement
ADGCX vs VTSMX
ADGCX vs VTSMX Comparison
Open Charts ADGCX vs VTSMX
AB Core Opportunities C
Price$17.21
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets189.8M
Vanguard Total Stock Mkt Idx I
Price$158.36
Change-$0.18 (-0.11%)
VolumeN/A
Net Assets1.95T
ADGCX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADGCX vs. VTSMX commentary
Sep 18, 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 ADGCX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. ADGCX (190M). VTSMX pays higher dividends than ADGCX: VTSMX (1.07) vs ADGCX (0.00). ADGCX was incepted earlier than VTSMX: ADGCX (26 years) vs VTSMX (33 years). ADGCX (1.92) is less costly to investors than VTSMX (0.14). ADGCX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (2.00). ADGCX has a lower initial minimum investment than VTSMX: ADGCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.42 vs. ADGCX (2.07). VTSMX return over 5 years is better than : 91.58 vs. ADGCX (6.35).
| ADGCX | VTSMX | ADGCX / VTSMX | |
| Total Expense Ratio | 1.90 | 0.14 | 1,357% |
| Annual Report Gross Expense Ratio | 1.92 | 0.14 | 1,371% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 13.795 | 12.487 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 2.07 | 17.42 | 12% |
| Returns for 3 years | 22.10 | 67.85 | 33% |
| Returns for 5 years | 6.35 | 91.58 | 7% |
| Returns for 10 years | 6.62 | 231.82 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement