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ADGZX vs VTSMX
ADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMX
AB Core Opportunities Z
Price$27.78
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets187.34M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
ADGZX vs VTSMX Comparison Chart in %
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ADGZX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. ADGZX (187M). VTSMX pays higher dividends than ADGZX: VTSMX (1.12) vs ADGZX (0.23). 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 : 17.75 vs. ADGZX (9.37). VTSMX return over 5 years is better than : 93.51 vs. ADGZX (32.73).
| 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 | 10.633 | 8.287 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 20% |
| Returns for 1 year | 9.37 | 17.75 | 53% |
| Returns for 3 years | 33.11 | 60.60 | 55% |
| Returns for 5 years | 32.73 | 93.51 | 35% |
| Returns for 10 years | 44.55 | 200.97 | 22% |
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