ADGZX
Price
$27.78
Change
+$0.09 (+0.33%)
Updated
Jul 25 closing price
Net Assets
187.34M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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ADGZX vs VSMPX

Header iconADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPXBanner chart's image
AB Core Opportunities Z
Price$27.78
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets187.34M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
ADGZX vs VSMPX Comparison Chart in %
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VS
ADGZX vs. VSMPX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ADGZX (187M). 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 : 17.76 vs. ADGZX (9.37). VSMPX return over 5 years is better than : 93.61 vs. ADGZX (32.73).
ADGZXVSMPXADGZX / VSMPX
Total Expense Ratio0.840.024,200%
Annual Report Gross Expense Ratio0.850.024,250%
Fund Existence12 years10 years-
Gain YTD10.6338.298128%
Front LoadN/AN/A-
Min. Initial Investment20000001000000002%
Min. Initial Investment IRAN/AN/A-
Net Assets187M1.91T0%
Annual Yield % from dividends0.231.2219%
Returns for 1 year9.3717.7653%
Returns for 3 years33.1160.6755%
Returns for 5 years32.7393.6135%
Returns for 10 years44.55192.0923%
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