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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets185.84M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ADGYX vs VTSMX Comparison Chart in %
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ADGYX vs. VTSMX commentary
Jul 05, 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: 1.82T vs. ADGYX (186M). VTSMX pays higher dividends than ADGYX: VTSMX (1.12) vs ADGYX (0.22). 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 : 12.91 vs. ADGYX (5.25). VTSMX return over 5 years is better than : 93.92 vs. ADGYX (33.00).
| 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 | 8.797 | 5.513 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.82T | 0% |
| Annual Yield % from dividends | 0.22 | 1.12 | 19% |
| Returns for 1 year | 5.25 | 12.91 | 41% |
| Returns for 3 years | 35.22 | 60.70 | 58% |
| Returns for 5 years | 33.00 | 93.92 | 35% |
| Returns for 10 years | 42.18 | 195.50 | 22% |
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