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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$25.13
Change-$0.45 (-1.76%)
VolumeN/A
Net Assets186.28M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
ADGYX vs VTSMX Comparison Chart
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ADGYX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. ADGYX (186M). VTSMX pays higher dividends than ADGYX: VTSMX (1.26) vs ADGYX (0.39). ADGYX was incepted earlier than VTSMX: ADGYX (15 years) vs VTSMX (33 years). ADGYX is a more actively managed with annual turnover of: 92.00 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 : 19.83 vs. ADGYX (8.49). VTSMX return over 5 years is better than : 78.15 vs. ADGYX (20.75).
| ADGYX | VTSMX | ADGYX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 4.664 | 4.057 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.84T | 0% |
| Annual Yield % from dividends | 0.39 | 1.26 | 31% |
| Returns for 1 year | 8.49 | 19.83 | 43% |
| Returns for 3 years | 15.96 | 39.38 | 41% |
| Returns for 5 years | 20.75 | 78.15 | 27% |
| Returns for 10 years | 35.07 | 185.46 | 19% |