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ADGCX vs VTSMX
ADGCX vs VTSMX Comparison
Open Charts ADGCX vs VTSMX
AB Core Opportunities C
Price$15.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets176.62M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
ADGCX vs VTSMX Comparison Chart
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ADGCX vs. VTSMX commentary
May 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 ADGCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ADGCX (177M). VTSMX pays higher dividends than ADGCX: VTSMX (1.26) vs ADGCX (0.00). ADGCX was incepted earlier than VTSMX: ADGCX (25 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 : 11.08 vs. ADGCX (-5.12). VTSMX return over 5 years is better than : 96.32 vs. ADGCX (3.43).
| 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 | 25 years | 33 years | - |
| Gain YTD | 1.518 | 0.767 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -5.12 | 11.08 | -46% |
| Returns for 3 years | 7.85 | 49.86 | 16% |
| Returns for 5 years | 3.43 | 96.32 | 4% |
| Returns for 10 years | -8.34 | 174.58 | -5% |
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