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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$28.03
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets188.37M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
ADGYX vs VTSMX Comparison Chart in %
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ADGYX vs. VTSMX commentary
Sep 28, 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 ADGYX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. ADGYX (188M). VTSMX pays higher dividends than ADGYX: VTSMX (1.07) vs ADGYX (0.21). ADGYX was incepted earlier than VTSMX: ADGYX (16 years) vs VTSMX (33 years). ADGYX (0.92) is less costly to investors than VTSMX (0.14). ADGYX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (2.00). ADGYX has a lower initial minimum investment than VTSMX: ADGYX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. ADGYX (7.18). VTSMX return over 5 years is better than : 96.53 vs. ADGYX (35.75).
| ADGYX | VTSMX | ADGYX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.92 | 0.14 | 657% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 14.689 | 12.949 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.95T | 0% |
| Annual Yield % from dividends | 0.21 | 1.07 | 20% |
| Returns for 1 year | 7.18 | 15.63 | 46% |
| Returns for 3 years | 49.09 | 80.25 | 61% |
| Returns for 5 years | 35.75 | 96.53 | 37% |
| Returns for 10 years | 60.07 | 249.92 | 24% |
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