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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$23.73
Change+$0.18 (+0.76%)
VolumeN/A
Net Assets169M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
ADGYX vs VTSMX Comparison Chart
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ADGYX vs. VTSMX commentary
Apr 03, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. ADGYX (169M). VTSMX pays higher dividends than ADGYX: VTSMX (1.25) vs ADGYX (0.24). ADGYX was incepted earlier than VTSMX: ADGYX (15 years) vs VTSMX (33 years). ADGYX (0.95) 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 : 7.35 vs. ADGYX (-4.22). VTSMX return over 5 years is better than : 124.42 vs. ADGYX (43.63).
| ADGYX | VTSMX | ADGYX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -3.928 | -4.752 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 1.81T | 0% |
| Annual Yield % from dividends | 0.24 | 1.25 | 19% |
| Returns for 1 year | -4.22 | 7.35 | -57% |
| Returns for 3 years | 3.83 | 21.00 | 18% |
| Returns for 5 years | 43.63 | 124.42 | 35% |
| Returns for 10 years | 26.15 | 166.40 | 16% |