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ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
AB Core Opportunities Z
Price$27.32
Change+$0.25 (+0.92%)
VolumeN/A
Net Assets185.84M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
ADGZX vs VSMPX Comparison Chart in %
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ADGZX vs. VSMPX commentary
Jul 05, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. ADGZX (186M). VSMPX pays higher dividends than ADGZX: VSMPX (1.22) vs ADGZX (0.23). ADGZX was incepted earlier than VSMPX: ADGZX (12 years) vs VSMPX (10 years). ADGZX (0.85) is less costly to investors than VSMPX (0.02). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VSMPX (2.00). ADGZX has a lower initial minimum investment than VSMPX: ADGZX (2000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. ADGZX (5.53). VSMPX return over 5 years is better than : 95.69 vs. ADGZX (34.35).
| ADGZX | VSMPX | ADGZX / VSMPX | |
| Total Expense Ratio | 0.84 | 0.02 | 4,200% |
| Annual Report Gross Expense Ratio | 0.85 | 0.02 | 4,250% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.801 | 6.426 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.82T | 0% |
| Annual Yield % from dividends | 0.23 | 1.22 | 19% |
| Returns for 1 year | 5.53 | 13.90 | 40% |
| Returns for 3 years | 36.08 | 62.17 | 58% |
| Returns for 5 years | 34.35 | 95.69 | 36% |
| Returns for 10 years | 44.98 | 189.21 | 24% |
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