Interact to see
Advertisement
Advertisement
ADGIX vs VSMPX
ADGIX vs VSMPX Comparison
Open Charts ADGIX vs VSMPX
AB Core Opportunities I
Price$27.60
Change+$0.43 (+1.58%)
VolumeN/A
Net Assets185.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.36
Change-$1.23 (-0.43%)
VolumeN/A
Net Assets1.91T
ADGIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADGIX vs. VSMPX commentary
Aug 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ADGIX (185M). VSMPX pays higher dividends than ADGIX: VSMPX (1.20) vs ADGIX (0.22). 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 : 21.81 vs. ADGIX (8.03). VSMPX return over 5 years is better than : 83.76 vs. ADGIX (27.43).
| 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 | 8.637 | 7.235 | 119% |
| 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 | 0.22 | 1.20 | 19% |
| Returns for 1 year | 8.03 | 21.81 | 37% |
| Returns for 3 years | 24.65 | 49.95 | 49% |
| Returns for 5 years | 27.43 | 83.76 | 33% |
| Returns for 10 years | 41.38 | 191.08 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement