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ADGCX vs VTSMX
ADGCX vs VTSMX Comparison
Open Charts ADGCX vs VTSMX
AB Core Opportunities C
Price$16.40
Change+$0.15 (+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
ADGCX vs VTSMX Comparison Chart in %
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ADGCX vs. VTSMX commentary
Jul 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 ADGCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ADGCX (186M). VTSMX pays higher dividends than ADGCX: VTSMX (1.12) vs ADGCX (0.00). ADGCX was incepted earlier than VTSMX: ADGCX (26 years) vs VTSMX (33 years). ADGCX (1.92) is less costly to investors than VTSMX (0.14). ADGCX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (2.00). ADGCX has a lower initial minimum investment than VTSMX: ADGCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. ADGCX (-0.97). VTSMX return over 5 years is better than : 95.59 vs. ADGCX (6.36).
| ADGCX | VTSMX | ADGCX / VTSMX | |
| Total Expense Ratio | 1.90 | 0.14 | 1,357% |
| Annual Report Gross Expense Ratio | 1.92 | 0.14 | 1,371% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 8.251 | 6.421 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -0.97 | 13.89 | -7% |
| Returns for 3 years | 17.31 | 62.08 | 28% |
| Returns for 5 years | 6.36 | 95.59 | 7% |
| Returns for 10 years | -0.91 | 198.05 | -0% |
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