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ADGZX vs VFIAX
ADGZX vs VFIAX Comparison
Open Charts ADGZX vs VFIAX
AB Core Opportunities Z
Price$25.47
Change-$0.41 (-1.58%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$500.19
Change-$8.72 (-1.71%)
VolumeN/A
CapitalizationN/A
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ADGZX vs VFIAX Comparison Chart
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ADGZX vs. VFIAX commentary
Sep 08, 2024
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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. ADGZX (174M). VFIAX pays higher dividends than ADGZX: VFIAX (1.32) vs ADGZX (0.41). ADGZX was incepted earlier than VFIAX: ADGZX (11 years) vs VFIAX (24 years). ADGZX is a more actively managed with annual turnover of: 92.00 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 : 23.25 vs. ADGZX (19.61). VFIAX return over 5 years is better than : 84.65 vs. ADGZX (28.09).
| ADGZX | VFIAX | ADGZX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 15.950 | 15.697 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 1.24T | 0% |
| Annual Yield % from dividends | 0.41 | 1.32 | 31% |
| Returns for 1 year | 19.61 | 23.25 | 84% |
| Returns for 3 years | -7.33 | 21.35 | -34% |
| Returns for 5 years | 28.09 | 84.65 | 33% |
| Returns for 10 years | 28.07 | 177.70 | 16% |
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