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ADGZX vs VTSMX
ADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMX
AB Core Opportunities Z
Price$25.93
Change-$0.14 (-0.54%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
ADGZX vs VTSMX Comparison Chart
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ADGZX vs. VTSMX commentary
Dec 19, 2024
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: 1.84T vs. ADGZX (189M). 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 : 26.90 vs. ADGZX (17.50). VTSMX return over 5 years is better than : 84.16 vs. ADGZX (23.13).
| 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 | 16.447 | 26.352 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 1.84T | 0% |
| Annual Yield % from dividends | 0.41 | 1.26 | 32% |
| Returns for 1 year | 17.50 | 26.90 | 65% |
| Returns for 3 years | 7.38 | 27.88 | 26% |
| Returns for 5 years | 23.13 | 84.16 | 27% |
| Returns for 10 years | 40.98 | 192.04 | 21% |
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