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ADGZX vs VFIAX
ADGZX vs VFIAX Comparison
Open Charts ADGZX vs VFIAX
AB Core Opportunities Z
Price$28.99
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets188.32M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
ADGZX vs VFIAX Comparison Chart in %
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ADGZX vs. VFIAX commentary
Oct 18, 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 ADGZX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. ADGZX (188M). VFIAX pays higher dividends than ADGZX: VFIAX (1.14) vs ADGZX (0.21). ADGZX was incepted earlier than VFIAX: ADGZX (12 years) vs VFIAX (25 years). ADGZX (0.85) is less costly to investors than VFIAX (0.04). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than ADGZX: VFIAX (3000) vs ADGZX (2000000). VFIAX annual gain was more profitable for investors over the last year : 13.53 vs. ADGZX (5.73). VFIAX return over 5 years is better than : 90.55 vs. ADGZX (32.30).
| ADGZX | VFIAX | ADGZX / VFIAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 14.934 | 12.816 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.41T | 0% |
| Annual Yield % from dividends | 0.21 | 1.14 | 19% |
| Returns for 1 year | 5.73 | 13.53 | 42% |
| Returns for 3 years | 43.33 | 80.48 | 54% |
| Returns for 5 years | 32.30 | 90.55 | 36% |
| Returns for 10 years | 52.67 | 226.50 | 23% |
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