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ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
AB Core Opportunities Z
Price$25.23
Change-$0.37 (-1.45%)
VolumeN/A
Net Assets176.62M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.94
Change-$4.62 (-1.73%)
VolumeN/A
Net Assets1.72T
ADGZX vs VSMPX Comparison Chart
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ADGZX vs. VSMPX commentary
May 23, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. ADGZX (177M). VSMPX pays higher dividends than ADGZX: VSMPX (1.37) vs ADGZX (0.25). 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 : 11.10 vs. ADGZX (1.14). VSMPX return over 5 years is better than : 96.40 vs. ADGZX (30.75).
| 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 | 1.951 | 0.781 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 0.25 | 1.37 | 19% |
| Returns for 1 year | 1.14 | 11.10 | 10% |
| Returns for 3 years | 25.16 | 49.92 | 50% |
| Returns for 5 years | 30.75 | 96.40 | 32% |
| Returns for 10 years | 34.17 | 166.44 | 21% |
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