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ADGIX vs VSMPX
ADGIX vs VSMPX Comparison
Open Charts ADGIX vs VSMPX
AB Core Opportunities I
Price$26.94
Change-$0.09 (-0.33%)
VolumeN/A
Net Assets184.63M
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.05
Change-$0.12 (-0.04%)
VolumeN/A
Net Assets1.91T
ADGIX vs VSMPX Comparison Chart in %
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ADGIX vs. VSMPX commentary
Jul 09, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ADGIX (185M). VSMPX pays higher dividends than ADGIX: VSMPX (1.22) vs ADGIX (0.23). ADGIX was incepted earlier than VSMPX: ADGIX (20 years) vs VSMPX (10 years). ADGIX (0.88) is less costly to investors than VSMPX (0.02). ADGIX is a more actively managed with annual turnover of: 46.00 vs. VSMPX (2.00). ADGIX has a lower initial minimum investment than VSMPX: ADGIX (2000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.32 vs. ADGIX (3.97). VSMPX return over 5 years is better than : 92.81 vs. ADGIX (32.91).
| ADGIX | VSMPX | ADGIX / VSMPX | |
| Total Expense Ratio | 0.88 | 0.02 | 4,400% |
| Annual Report Gross Expense Ratio | 0.88 | 0.02 | 4,400% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 8.077 | 5.564 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.22 | 19% |
| Returns for 1 year | 3.97 | 12.32 | 32% |
| Returns for 3 years | 31.37 | 57.56 | 54% |
| Returns for 5 years | 32.91 | 92.81 | 35% |
| Returns for 10 years | 42.33 | 185.84 | 23% |