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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$23.10
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets163.83M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
ADGYX vs VTSMX Comparison Chart
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ADGYX vs. VTSMX commentary
Apr 26, 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: 1.7T vs. ADGYX (164M). 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 : 7.96 vs. ADGYX (-2.33). VTSMX return over 5 years is better than : 90.65 vs. ADGYX (23.76).
| 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 | -6.056 | -7.129 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 1.7T | 0% |
| Annual Yield % from dividends | 0.24 | 1.25 | 19% |
| Returns for 1 year | -2.33 | 7.96 | -29% |
| Returns for 3 years | 8.84 | 28.86 | 31% |
| Returns for 5 years | 23.76 | 90.65 | 26% |
| Returns for 10 years | 22.32 | 154.73 | 14% |
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