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ADGIX vs VFINX
ADGIX vs VFINX Comparison
Open Charts ADGIX vs VFINX
AB Core Opportunities I
Price$23.13
Change-$1.16 (-4.78%)
VolumeN/A
Net Assets170.32M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
ADGIX vs VFINX Comparison Chart
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ADGIX vs. VFINX commentary
Apr 04, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. ADGIX (170M). VFINX pays higher dividends than ADGIX: VFINX (1.24) vs ADGIX (0.25). ADGIX was incepted earlier than VFINX: ADGIX (20 years) vs VFINX (49 years). ADGIX (0.89) is less costly to investors than VFINX (0.14). ADGIX is a more actively managed with annual turnover of: 46.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ADGIX: VFINX (0) vs ADGIX (2000000). VFINX annual gain was more profitable for investors over the last year : 8.85 vs. ADGIX (-2.61). VFINX return over 5 years is better than : 127.97 vs. ADGIX (48.60).
| ADGIX | VFINX | ADGIX / VFINX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.89 | 0.14 | 636% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | -2.879 | -3.587 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.4T | 0% |
| Annual Yield % from dividends | 0.25 | 1.24 | 20% |
| Returns for 1 year | -2.61 | 8.85 | -30% |
| Returns for 3 years | 4.75 | 23.83 | 20% |
| Returns for 5 years | 48.60 | 127.97 | 38% |
| Returns for 10 years | 28.77 | 173.04 | 17% |
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