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ADGIX vs VTSMX
ADGIX vs VTSMX Comparison
Open Charts ADGIX vs VTSMX
AB Core Opportunities I
Price$25.05
Change-$0.77 (-2.98%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
ADGIX vs VTSMX Comparison Chart
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ADGIX vs. VTSMX commentary
Dec 19, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ADGIX (188M). VTSMX pays higher dividends than ADGIX: VTSMX (1.26) vs ADGIX (0.39). ADGIX was incepted earlier than VTSMX: ADGIX (20 years) vs VTSMX (33 years). ADGIX is a more actively managed with annual turnover of: 92.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than ADGIX: VTSMX (3000) vs ADGIX (2000000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. ADGIX (17.37). VTSMX return over 5 years is better than : 84.16 vs. ADGIX (22.88).
| ADGIX | VTSMX | ADGIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 16.318 | 26.352 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.84T | 0% |
| Annual Yield % from dividends | 0.39 | 1.26 | 31% |
| Returns for 1 year | 17.37 | 26.90 | 65% |
| Returns for 3 years | 7.22 | 27.88 | 26% |
| Returns for 5 years | 22.88 | 84.16 | 27% |
| Returns for 10 years | 40.25 | 192.04 | 21% |
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