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ADGIX vs VSMPX
ADGIX vs VSMPX Comparison
Open Charts ADGIX vs VSMPX
AB Core Opportunities I
Price$25.36
Change+$0.19 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.48
Change+$0.77 (+0.29%)
VolumeN/A
CapitalizationN/A
ADGIX vs VSMPX Comparison Chart
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ADGIX vs. VSMPX commentary
Dec 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. ADGIX (183M). 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 : 24.28 vs. ADGIX (14.21). VSMPX return over 5 years is better than : 79.30 vs. ADGIX (19.11).
| 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 | 13.390 | 23.652 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 1.84T | 0% |
| Annual Yield % from dividends | 0.39 | 1.36 | 29% |
| Returns for 1 year | 14.21 | 24.28 | 59% |
| Returns for 3 years | 3.62 | 24.19 | 15% |
| Returns for 5 years | 19.11 | 79.30 | 24% |
| Returns for 10 years | 36.79 | N/A | - |