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ADGIX vs VTSAX
ADGIX vs VTSAX Comparison
Open Charts ADGIX vs VTSAX
AB Core Opportunities I
Price$26.62
Change-$0.14 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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ADGIX vs VTSAX Comparison Chart
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ADGIX vs. VTSAX commentary
Sep 21, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. ADGIX (184M). VTSAX pays higher dividends than ADGIX: VTSAX (1.35) vs ADGIX (0.39). ADGIX was incepted earlier than VTSAX: ADGIX (20 years) vs VTSAX (24 years). ADGIX is a more actively managed with annual turnover of: 92.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than ADGIX: VTSAX (3000) vs ADGIX (2000000). ADGIX (27.05) and VTSAX (25.89) have marching annual gain over last year. VTSAX return over 5 years is better than : 82.99 vs. ADGIX (30.03).
| ADGIX | VTSAX | ADGIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 19.640 | 16.921 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 1.72T | 0% |
| Annual Yield % from dividends | 0.39 | 1.35 | 29% |
| Returns for 1 year | 27.05 | 25.89 | 104% |
| Returns for 3 years | -0.02 | 21.34 | -0% |
| Returns for 5 years | 30.03 | 82.99 | 36% |
| Returns for 10 years | 32.89 | 179.72 | 18% |
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