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ADGZX vs VFIAX
ADGZX vs VFIAX Comparison
Open Charts ADGZX vs VFIAX
AB Core Opportunities Z
Price$27.21
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets184.43M
Vanguard 500 Index Admiral
Price$577.86
Change-$1.91 (-0.33%)
VolumeN/A
Net Assets1.49T
ADGZX vs VFIAX Comparison Chart in %
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ADGZX vs. VFIAX commentary
Jul 13, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. ADGZX (184M). VFIAX pays higher dividends than ADGZX: VFIAX (1.21) vs ADGZX (0.23). 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 : 12.17 vs. ADGZX (3.94). VFIAX return over 5 years is better than : 96.74 vs. ADGZX (32.52).
| 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 | 8.363 | 6.491 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 1.49T | 0% |
| Annual Yield % from dividends | 0.23 | 1.21 | 19% |
| Returns for 1 year | 3.94 | 12.17 | 32% |
| Returns for 3 years | 34.60 | 64.07 | 54% |
| Returns for 5 years | 32.52 | 96.74 | 34% |
| Returns for 10 years | 41.30 | 197.21 | 21% |
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