Interact to see
Advertisement
Advertisement
ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$28.48
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets190.1M
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
ADGYX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADGYX vs. VTSMX commentary
Oct 09, 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: 2.02T vs. ADGYX (190M). VTSMX pays higher dividends than ADGYX: VTSMX (1.04) vs ADGYX (0.20). ADGYX was incepted earlier than VTSMX: ADGYX (16 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 : 16.77 vs. ADGYX (8.22). VTSMX return over 5 years is better than : 86.59 vs. ADGYX (31.55).
| ADGYX | VTSMX | ADGYX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 15.794 | 13.857 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 2.02T | 0% |
| Annual Yield % from dividends | 0.20 | 1.04 | 20% |
| Returns for 1 year | 8.22 | 16.77 | 49% |
| Returns for 3 years | 46.13 | 81.21 | 57% |
| Returns for 5 years | 31.55 | 86.59 | 36% |
| Returns for 10 years | 52.93 | 229.54 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement