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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$25.07
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets177.44M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
ADGYX vs VTSMX Comparison Chart
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ADGYX vs. VTSMX commentary
Jun 06, 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: 1.82T vs. ADGYX (177M). VTSMX pays higher dividends than ADGYX: VTSMX (1.18) vs ADGYX (0.23). 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 : 11.39 vs. ADGYX (1.23). VTSMX return over 5 years is better than : 81.77 vs. ADGYX (22.57).
| 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 | 2.905 | 1.278 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.82T | 0% |
| Annual Yield % from dividends | 0.23 | 1.18 | 19% |
| Returns for 1 year | 1.23 | 11.39 | 11% |
| Returns for 3 years | 18.94 | 42.44 | 45% |
| Returns for 5 years | 22.57 | 81.77 | 28% |
| Returns for 10 years | 35.26 | 181.22 | 19% |
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