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ADGZX vs VTSMX
ADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMX
AB Core Opportunities Z
Price$28.32
Change+$0.28 (+1.00%)
VolumeN/A
Net Assets188.02M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
ADGZX vs VTSMX Comparison Chart in %
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ADGZX vs. VTSMX commentary
Sep 06, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. ADGZX (188M). VTSMX pays higher dividends than ADGZX: VTSMX (1.07) vs ADGZX (0.22). 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 : 18.26 vs. ADGZX (9.69). VTSMX return over 5 years is better than : 85.31 vs. ADGZX (30.72).
| 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 | 12.784 | 10.550 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.95T | 0% |
| Annual Yield % from dividends | 0.22 | 1.07 | 21% |
| Returns for 1 year | 9.69 | 18.26 | 53% |
| Returns for 3 years | 38.33 | 63.95 | 60% |
| Returns for 5 years | 30.72 | 85.31 | 36% |
| Returns for 10 years | 53.64 | 224.80 | 24% |
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