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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$27.92
Change-$0.24 (-0.85%)
VolumeN/A
Net Assets187.93M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
ADGYX vs VTSMX Comparison Chart in %
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ADGYX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. ADGYX (188M). VTSMX pays higher dividends than ADGYX: VTSMX (1.02) vs ADGYX (0.20). ADGYX was incepted earlier than VTSMX: ADGYX (16 years) vs VTSMX (34 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 : 12.09 vs. ADGYX (4.57). VTSMX return over 5 years is better than : 77.91 vs. ADGYX (24.85).
| 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 | 34 years | - |
| Gain YTD | 15.221 | 12.736 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 2.05T | 0% |
| Annual Yield % from dividends | 0.20 | 1.02 | 20% |
| Returns for 1 year | 4.57 | 12.09 | 38% |
| Returns for 3 years | 32.74 | 64.98 | 50% |
| Returns for 5 years | 24.85 | 77.91 | 32% |
| Returns for 10 years | 45.75 | 215.97 | 21% |
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