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ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
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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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.
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).
| 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 | 10.633 | 8.298 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.22 | 19% |
| Returns for 1 year | 9.37 | 17.76 | 53% |
| Returns for 3 years | 33.11 | 60.67 | 55% |
| Returns for 5 years | 32.73 | 93.61 | 35% |
| Returns for 10 years | 44.55 | 192.09 | 23% |
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