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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$27.43
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets186.75M
Vanguard Total Stock Mkt Idx I
Price$155.21
Change+$0.43 (+0.28%)
VolumeN/A
Net Assets1.91T
ADGYX vs VTSMX Comparison Chart in %
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ADGYX vs. VTSMX commentary
Aug 28, 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 ADGYX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ADGYX (187M). VTSMX pays higher dividends than ADGYX: VTSMX (1.09) vs ADGYX (0.21). ADGYX was incepted earlier than VTSMX: ADGYX (15 years) vs VTSMX (33 years). ADGYX (0.92) is less costly to investors than VTSMX (0.14). ADGYX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (2.00). ADGYX has a lower initial minimum investment than VTSMX: ADGYX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.88 vs. ADGYX (6.44). VTSMX return over 5 years is better than : 79.72 vs. ADGYX (26.09).
| ADGYX | VTSMX | ADGYX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 12.111 | 9.820 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 1.91T | 0% |
| Annual Yield % from dividends | 0.21 | 1.09 | 19% |
| Returns for 1 year | 6.44 | 14.88 | 43% |
| Returns for 3 years | 31.69 | 56.58 | 56% |
| Returns for 5 years | 26.09 | 79.72 | 33% |
| Returns for 10 years | 49.42 | 220.08 | 22% |
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