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ADGIX vs VTSMX
ADGIX vs VTSMX Comparison
Open Charts ADGIX vs VTSMX
AB Core Opportunities I
Price$27.95
Change-$0.16 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.12
Change-$0.98 (-0.68%)
VolumeN/A
CapitalizationN/A
ADGIX vs VTSMX Comparison Chart
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ADGIX vs. VTSMX commentary
Nov 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. ADGIX (191M). 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 : 32.22 vs. ADGIX (28.10). VTSMX return over 5 years is better than : 86.16 vs. ADGIX (28.75).
| 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 | 25.618 | 24.012 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 1.73T | 0% |
| Annual Yield % from dividends | 0.39 | 1.26 | 31% |
| Returns for 1 year | 28.10 | 32.22 | 87% |
| Returns for 3 years | -1.20 | 22.00 | -5% |
| Returns for 5 years | 28.75 | 86.16 | 33% |
| Returns for 10 years | 34.95 | 191.45 | 18% |
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