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ADGZX vs VITSX
ADGZX vs VITSX Comparison
Open Charts ADGZX vs VITSX
AB Core Opportunities Z
Price$23.23
Change-$1.16 (-4.76%)
VolumeN/A
Net Assets170.32M
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
ADGZX vs VITSX Comparison Chart
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ADGZX vs. VITSX commentary
Apr 04, 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 VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. ADGZX (170M). VITSX pays higher dividends than ADGZX: VITSX (1.36) vs ADGZX (0.25). ADGZX was incepted earlier than VITSX: ADGZX (11 years) vs VITSX (28 years). ADGZX (0.88) is less costly to investors than VITSX (0.03). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VITSX (2.00). ADGZX has a lower initial minimum investment than VITSX: ADGZX (2000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 8.05 vs. ADGZX (-2.56). VITSX return over 5 years is better than : 126.25 vs. ADGZX (48.88).
| ADGZX | VITSX | ADGZX / VITSX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 11 years | 28 years | - |
| Gain YTD | -2.867 | -3.989 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.36 | 19% |
| Returns for 1 year | -2.56 | 8.05 | -32% |
| Returns for 3 years | 4.89 | 21.03 | 23% |
| Returns for 5 years | 48.88 | 126.25 | 39% |
| Returns for 10 years | 29.43 | 167.38 | 18% |
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