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ADGZX vs VTSMX
ADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMX
AB Core Opportunities Z
Price$27.32
Change+$0.25 (+0.92%)
VolumeN/A
Net Assets185.84M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ADGZX vs VTSMX Comparison Chart in %
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ADGZX vs. VTSMX commentary
Jul 05, 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: 1.82T vs. ADGZX (186M). 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 : 13.89 vs. ADGZX (5.53). VTSMX return over 5 years is better than : 95.59 vs. ADGZX (34.35).
| 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 | 8.801 | 6.421 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.82T | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 20% |
| Returns for 1 year | 5.53 | 13.89 | 40% |
| Returns for 3 years | 36.08 | 62.08 | 58% |
| Returns for 5 years | 34.35 | 95.59 | 36% |
| Returns for 10 years | 44.98 | 198.05 | 23% |
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