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ADGIX vs VFIAX
ADGIX vs VFIAX Comparison
Open Charts ADGIX vs VFIAX
AB Core Opportunities I
Price$25.74
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets185.76M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
ADGIX vs VFIAX Comparison Chart
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ADGIX vs. VFIAX commentary
Jan 19, 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 ADGIX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. ADGIX (186M). VFIAX pays higher dividends than ADGIX: VFIAX (1.32) vs ADGIX (0.39). ADGIX was incepted earlier than VFIAX: ADGIX (20 years) vs VFIAX (24 years). ADGIX is a more actively managed with annual turnover of: 92.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than ADGIX: VFIAX (3000) vs ADGIX (2000000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. ADGIX (15.23). VFIAX return over 5 years is better than : 80.23 vs. ADGIX (19.34).
| ADGIX | VFIAX | ADGIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.919 | 2.010 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.35T | 0% |
| Annual Yield % from dividends | 0.39 | 1.32 | 30% |
| Returns for 1 year | 15.23 | 25.54 | 60% |
| Returns for 3 years | 8.18 | 31.13 | 26% |
| Returns for 5 years | 19.34 | 80.23 | 24% |
| Returns for 10 years | 41.47 | 196.98 | 21% |
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