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ADGZX vs VTSMX
ADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMX
AB Core Opportunities Z
Price$25.23
Change-$0.37 (-1.45%)
VolumeN/A
Net Assets176.62M
Vanguard Total Stock Mkt Idx I
Price$139.57
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
ADGZX vs VTSMX Comparison Chart
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ADGZX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ADGZX (177M). VTSMX pays higher dividends than ADGZX: VTSMX (1.26) vs ADGZX (0.25). ADGZX was incepted earlier than VTSMX: ADGZX (12 years) vs VTSMX (33 years). ADGZX (0.85) is less costly to investors than VTSMX (0.14). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than ADGZX: VTSMX (3000) vs ADGZX (2000000). VTSMX annual gain was more profitable for investors over the last year : 11.08 vs. ADGZX (1.14). VTSMX return over 5 years is better than : 96.32 vs. ADGZX (30.75).
| ADGZX | VTSMX | ADGZX / VTSMX | |
| Total Expense Ratio | 0.84 | 0.14 | 600% |
| Annual Report Gross Expense Ratio | 0.85 | 0.14 | 607% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 1.951 | 0.767 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 1.72T | 0% |
| Annual Yield % from dividends | 0.25 | 1.26 | 20% |
| Returns for 1 year | 1.14 | 11.08 | 10% |
| Returns for 3 years | 25.16 | 49.86 | 50% |
| Returns for 5 years | 30.75 | 96.32 | 32% |
| Returns for 10 years | 34.17 | 174.58 | 20% |
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