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ADGIX vs VTSMX
ADGIX vs VTSMX Comparison
Open Charts ADGIX vs VTSMX
AB Core Opportunities I
Price$25.71
Change-$0.47 (-1.80%)
VolumeN/A
Net Assets182.92M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
ADGIX vs VTSMX Comparison Chart
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ADGIX vs. VTSMX commentary
Feb 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ADGIX (183M). 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 : 17.60 vs. ADGIX (6.80). VTSMX return over 5 years is better than : 74.84 vs. ADGIX (19.64).
| 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 | 2.799 | 2.121 | 132% |
| 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 | 1.26 | 31% |
| Returns for 1 year | 6.80 | 17.60 | 39% |
| Returns for 3 years | 14.46 | 36.78 | 39% |
| Returns for 5 years | 19.64 | 74.84 | 26% |
| Returns for 10 years | 34.54 | 180.15 | 19% |
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