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ADGIX vs VSMPX
ADGIX vs VSMPX Comparison
Open Charts ADGIX vs VSMPX
AB Core Opportunities I
Price$29.10
Change-$0.48 (-1.62%)
VolumeN/A
Net Assets193.12M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
ADGIX vs VSMPX Comparison Chart in %
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ADGIX vs. VSMPX commentary
Nov 14, 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 ADGIX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. ADGIX (193M). VSMPX pays higher dividends than ADGIX: VSMPX (1.12) vs ADGIX (0.21). ADGIX was incepted earlier than VSMPX: ADGIX (21 years) vs VSMPX (11 years). ADGIX (0.88) is less costly to investors than VSMPX (0.02). ADGIX is a more actively managed with annual turnover of: 46.00 vs. VSMPX (2.00). ADGIX has a lower initial minimum investment than VSMPX: ADGIX (2000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. ADGIX (3.77). VSMPX return over 5 years is better than : 84.08 vs. ADGIX (26.58).
| ADGIX | VSMPX | ADGIX / VSMPX | |
| Total Expense Ratio | 0.88 | 0.02 | 4,400% |
| Annual Report Gross Expense Ratio | 0.88 | 0.02 | 4,400% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | 16.353 | 15.994 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 2.05T | 0% |
| Annual Yield % from dividends | 0.21 | 1.12 | 19% |
| Returns for 1 year | 3.77 | 13.44 | 28% |
| Returns for 3 years | 34.73 | 68.30 | 51% |
| Returns for 5 years | 26.58 | 84.08 | 32% |
| Returns for 10 years | 51.97 | 225.48 | 23% |
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