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ADGIX vs VSMPX
ADGIX vs VSMPX Comparison
Open Charts ADGIX vs VSMPX
AB Core Opportunities I
Price$25.74
Change-$0.35 (-1.34%)
VolumeN/A
Net Assets176.67M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
ADGIX vs VSMPX Comparison Chart
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ADGIX vs. VSMPX commentary
Jun 15, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. ADGIX (177M). VSMPX pays higher dividends than ADGIX: VSMPX (1.29) vs ADGIX (0.24). 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 : 10.08 vs. ADGIX (0.74). VSMPX return over 5 years is better than : 91.46 vs. ADGIX (29.86).
| 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 | 2.919 | 1.374 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.29 | 19% |
| Returns for 1 year | 0.74 | 10.08 | 7% |
| Returns for 3 years | 32.38 | 57.66 | 56% |
| Returns for 5 years | 29.86 | 91.46 | 33% |
| Returns for 10 years | 35.82 | 170.67 | 21% |
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