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ADGCX vs VTSMX
ADGCX vs VTSMX Comparison
Open Charts ADGCX vs VTSMX
AB Core Opportunities C
Price$14.19
Change+$0.21 (+1.50%)
VolumeN/A
Net Assets161.34M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
ADGCX vs VTSMX Comparison Chart
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ADGCX vs. VTSMX commentary
Apr 26, 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: 1.7T vs. ADGCX (161M). VTSMX pays higher dividends than ADGCX: VTSMX (1.25) vs ADGCX (0.00). ADGCX was incepted earlier than VTSMX: ADGCX (25 years) vs VTSMX (33 years). ADGCX (1.95) 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 : 5.27 vs. ADGCX (-10.15). VTSMX return over 5 years is better than : 86.77 vs. ADGCX (-2.51).
| ADGCX | VTSMX | ADGCX / VTSMX | |
| Total Expense Ratio | 1.90 | 0.14 | 1,357% |
| Annual Report Gross Expense Ratio | 1.95 | 0.14 | 1,393% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | -7.723 | -9.023 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -10.15 | 5.27 | -193% |
| Returns for 3 years | -9.40 | 22.56 | -42% |
| Returns for 5 years | -2.51 | 86.77 | -3% |
| Returns for 10 years | -16.04 | 150.14 | -11% |
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