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ADGIX vs VSMPX
ADGIX vs VSMPX Comparison
Open Charts ADGIX vs VSMPX
AB Core Opportunities I
Price$23.50
Change+$0.35 (+1.51%)
VolumeN/A
Net Assets161.34M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
ADGIX vs VSMPX Comparison Chart
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ADGIX vs. VSMPX commentary
Apr 25, 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: 1.7T vs. ADGIX (161M). VSMPX pays higher dividends than ADGIX: VSMPX (1.37) vs ADGIX (0.25). ADGIX was incepted earlier than VSMPX: ADGIX (20 years) vs VSMPX (10 years). ADGIX (0.89) 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 : 5.28 vs. ADGIX (-4.31). VSMPX return over 5 years is better than : 86.84 vs. ADGIX (22.95).
| ADGIX | VSMPX | ADGIX / VSMPX | |
| Total Expense Ratio | 0.89 | 0.02 | 4,450% |
| Annual Report Gross Expense Ratio | 0.89 | 0.02 | 4,450% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -7.437 | -9.015 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 1.7T | 0% |
| Annual Yield % from dividends | 0.25 | 1.37 | 19% |
| Returns for 1 year | -4.31 | 5.28 | -82% |
| Returns for 3 years | 4.96 | 22.62 | 22% |
| Returns for 5 years | 22.95 | 86.84 | 26% |
| Returns for 10 years | 22.22 | N/A | - |