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ADGIX vs VTSAX
ADGIX vs VTSAX Comparison
Open Charts ADGIX vs VTSAX
AB Core Opportunities I
Price$27.60
Change+$0.43 (+1.58%)
VolumeN/A
Net Assets185.4M
Vanguard Total Stock Mkt Idx Adm
Price$150.50
Change-$0.65 (-0.43%)
VolumeN/A
Net Assets1.91T
ADGIX vs VTSAX Comparison Chart in %
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ADGIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. ADGIX (185M). VTSAX pays higher dividends than ADGIX: VTSAX (1.18) vs ADGIX (0.22). ADGIX was incepted earlier than VTSAX: ADGIX (20 years) vs VTSAX (25 years). ADGIX (0.88) is less costly to investors than VTSAX (0.04). ADGIX is a more actively managed with annual turnover of: 46.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than ADGIX: VTSAX (3000) vs ADGIX (2000000). VTSAX annual gain was more profitable for investors over the last year : 21.80 vs. ADGIX (8.03). VTSAX return over 5 years is better than : 83.72 vs. ADGIX (27.43).
| ADGIX | VTSAX | ADGIX / VTSAX | |
| Total Expense Ratio | 0.88 | 0.04 | 2,200% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 8.637 | 7.225 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 1.91T | 0% |
| Annual Yield % from dividends | 0.22 | 1.18 | 19% |
| Returns for 1 year | 8.03 | 21.80 | 37% |
| Returns for 3 years | 24.65 | 49.91 | 49% |
| Returns for 5 years | 27.43 | 83.72 | 33% |
| Returns for 10 years | 41.38 | 200.61 | 21% |
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