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ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
AB Core Opportunities Z
Price$28.32
Change+$0.28 (+1.00%)
VolumeN/A
Net Assets188.02M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
ADGZX vs VSMPX Comparison Chart in %
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ADGZX vs. VSMPX commentary
Sep 06, 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: 1.95T vs. ADGZX (188M). VSMPX pays higher dividends than ADGZX: VSMPX (1.17) vs ADGZX (0.22). 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 : 18.28 vs. ADGZX (9.69). VSMPX return over 5 years is better than : 85.39 vs. ADGZX (30.72).
| 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 | 12.784 | 10.574 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.95T | 0% |
| Annual Yield % from dividends | 0.22 | 1.17 | 19% |
| Returns for 1 year | 9.69 | 18.28 | 53% |
| Returns for 3 years | 38.33 | 64.03 | 60% |
| Returns for 5 years | 30.72 | 85.39 | 36% |
| Returns for 10 years | 53.64 | 215.19 | 25% |
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