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ADGIX vs VSMPX
ADGIX vs VSMPX Comparison
Open Charts ADGIX vs VSMPX
AB Core Opportunities I
Price$27.95
Change-$0.16 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.58
Change-$1.83 (-0.68%)
VolumeN/A
CapitalizationN/A
ADGIX vs VSMPX Comparison Chart
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ADGIX vs. VSMPX commentary
Nov 15, 2024
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: 1.73T vs. ADGIX (191M). VSMPX pays higher dividends than ADGIX: VSMPX (1.36) vs ADGIX (0.39). ADGIX was incepted earlier than VSMPX: ADGIX (20 years) vs VSMPX (10 years). ADGIX is a more actively managed with annual turnover of: 92.00 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 : 32.25 vs. ADGIX (28.10). VSMPX return over 5 years is better than : 86.22 vs. ADGIX (28.75).
| ADGIX | VSMPX | ADGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 25.618 | 24.054 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 1.73T | 0% |
| Annual Yield % from dividends | 0.39 | 1.36 | 29% |
| Returns for 1 year | 28.10 | 32.25 | 87% |
| Returns for 3 years | -1.20 | 22.04 | -5% |
| Returns for 5 years | 28.75 | 86.22 | 33% |
| Returns for 10 years | 34.95 | N/A | - |