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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$26.72
Change-$0.25 (-0.93%)
VolumeN/A
Net Assets185.4M
Vanguard Total Stock Mkt Idx I
Price$150.46
Change-$0.66 (-0.44%)
VolumeN/A
Net Assets1.91T
ADGYX vs VTSMX Comparison Chart in %
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ADGYX vs. VTSMX commentary
Aug 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. ADGYX (185M). VTSMX pays higher dividends than ADGYX: VTSMX (1.09) vs ADGYX (0.21). 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 : 21.79 vs. ADGYX (12.49). VTSMX return over 5 years is better than : 83.70 vs. ADGYX (27.61).
| 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 | 10.352 | 7.223 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 1.91T | 0% |
| Annual Yield % from dividends | 0.21 | 1.09 | 19% |
| Returns for 1 year | 12.49 | 21.79 | 57% |
| Returns for 3 years | 26.01 | 49.88 | 52% |
| Returns for 5 years | 27.61 | 83.70 | 33% |
| Returns for 10 years | 41.61 | 199.95 | 21% |
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