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ADGZX vs VTSAX
ADGZX vs VTSAX Comparison
Open Charts ADGZX vs VTSAX
AB Core Opportunities Z
Price$25.84
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets185.76M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
ADGZX vs VTSAX Comparison Chart
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ADGZX vs. VTSAX commentary
Jan 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. ADGZX (186M). VTSAX pays higher dividends than ADGZX: VTSAX (1.35) vs ADGZX (0.41). ADGZX was incepted earlier than VTSAX: ADGZX (11 years) vs VTSAX (24 years). ADGZX is a more actively managed with annual turnover of: 92.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than ADGZX: VTSAX (3000) vs ADGZX (2000000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. ADGZX (15.27). VTSAX return over 5 years is better than : 76.10 vs. ADGZX (19.55).
| ADGZX | VTSAX | ADGZX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.907 | 2.241 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.78T | 0% |
| Annual Yield % from dividends | 0.41 | 1.35 | 30% |
| Returns for 1 year | 15.27 | 25.26 | 60% |
| Returns for 3 years | 8.30 | 28.96 | 29% |
| Returns for 5 years | 19.55 | 76.10 | 26% |
| Returns for 10 years | 42.24 | 195.63 | 22% |