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ADGIX vs VTSMX
ADGIX vs VTSMX Comparison
Open Charts ADGIX vs VTSMX
AB Core Opportunities I
Price$25.74
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets185.76M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
ADGIX vs VTSMX Comparison Chart
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ADGIX vs. VTSMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. ADGIX (186M). 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 : 25.24 vs. ADGIX (15.23). VTSMX return over 5 years is better than : 76.07 vs. ADGIX (19.34).
| 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 | 2.919 | 2.241 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.78T | 0% |
| Annual Yield % from dividends | 0.39 | 1.26 | 31% |
| Returns for 1 year | 15.23 | 25.24 | 60% |
| Returns for 3 years | 8.18 | 28.94 | 28% |
| Returns for 5 years | 19.34 | 76.07 | 25% |
| Returns for 10 years | 41.47 | 194.99 | 21% |
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