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ADGZX vs VTSMX
ADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMX
AB Core Opportunities Z
Price$26.24
Change+$0.18 (+0.69%)
VolumeN/A
Net Assets184.99M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
ADGZX vs VTSMX Comparison Chart
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ADGZX vs. VTSMX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. ADGZX (185M). VTSMX pays higher dividends than ADGZX: VTSMX (1.26) vs ADGZX (0.41). ADGZX was incepted earlier than VTSMX: ADGZX (11 years) vs VTSMX (33 years). ADGZX is a more actively managed with annual turnover of: 92.00 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 : 24.48 vs. ADGZX (14.12). VTSMX return over 5 years is better than : 83.05 vs. ADGZX (25.34).
| ADGZX | VTSMX | ADGZX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 3.783 | 2.986 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 1.78T | 0% |
| Annual Yield % from dividends | 0.41 | 1.26 | 32% |
| Returns for 1 year | 14.12 | 24.48 | 58% |
| Returns for 3 years | 10.79 | 31.83 | 34% |
| Returns for 5 years | 25.34 | 83.05 | 31% |
| Returns for 10 years | 43.60 | 196.61 | 22% |
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