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ADGIX vs VTSAX
ADGIX vs VTSAX Comparison
Open Charts ADGIX vs VTSAX
AB Core Opportunities I
Price$25.36
Change+$0.19 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.11
Change+$0.42 (+0.29%)
VolumeN/A
CapitalizationN/A
ADGIX vs VTSAX Comparison Chart
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ADGIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. ADGIX (183M). 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). VTSAX annual gain was more profitable for investors over the last year : 24.27 vs. ADGIX (14.21). VTSAX return over 5 years is better than : 79.25 vs. ADGIX (19.11).
| 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 | 13.390 | 23.635 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 183M | 1.84T | 0% |
| Annual Yield % from dividends | 0.39 | 1.35 | 29% |
| Returns for 1 year | 14.21 | 24.27 | 59% |
| Returns for 3 years | 3.62 | 24.16 | 15% |
| Returns for 5 years | 19.11 | 79.25 | 24% |
| Returns for 10 years | 36.79 | 184.74 | 20% |