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ADGIX vs VTSAX
ADGIX vs VTSAX Comparison
Open Charts ADGIX vs VTSAX
AB Core Opportunities I
Price$25.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets176.62M
Vanguard Total Stock Mkt Idx Adm
Price$139.59
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.72T
ADGIX vs VTSAX Comparison Chart
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ADGIX vs. VTSAX commentary
May 23, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. ADGIX (177M). VTSAX pays higher dividends than ADGIX: VTSAX (1.36) vs ADGIX (0.26). 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 : 11.10 vs. ADGIX (1.11). VTSAX return over 5 years is better than : 96.34 vs. ADGIX (30.55).
| 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 | 1.959 | 0.776 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 0.26 | 1.36 | 19% |
| Returns for 1 year | 1.11 | 11.10 | 10% |
| Returns for 3 years | 25.02 | 49.89 | 50% |
| Returns for 5 years | 30.55 | 96.34 | 32% |
| Returns for 10 years | 33.45 | 175.17 | 19% |
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