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ADGZX vs VTSMX
ADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMX
AB Core Opportunities Z
Price$23.23
Change-$1.16 (-4.76%)
VolumeN/A
Net Assets170.32M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
ADGZX vs VTSMX Comparison Chart
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ADGZX vs. VTSMX commentary
Apr 04, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. ADGZX (170M). VTSMX pays higher dividends than ADGZX: VTSMX (1.25) vs ADGZX (0.25). ADGZX was incepted earlier than VTSMX: ADGZX (11 years) vs VTSMX (33 years). ADGZX (0.88) 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 : 8.05 vs. ADGZX (-2.56). VTSMX return over 5 years is better than : 126.23 vs. ADGZX (48.88).
| ADGZX | VTSMX | ADGZX / VTSMX | |
| Total Expense Ratio | 0.88 | 0.14 | 629% |
| Annual Report Gross Expense Ratio | 0.88 | 0.14 | 629% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -2.867 | -3.986 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | -2.56 | 8.05 | -32% |
| Returns for 3 years | 4.89 | 21.01 | 23% |
| Returns for 5 years | 48.88 | 126.23 | 39% |
| Returns for 10 years | 29.43 | 166.80 | 18% |
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