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ADGYX vs VTSMX
ADGYX vs VTSMX Comparison
Open Charts ADGYX vs VTSMX
AB Core Opportunities Advisor
Price$25.37
Change-$3.55 (-12.28%)
VolumeN/A
Net Assets166.88M
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
ADGYX vs VTSMX Comparison Chart in %
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ADGYX vs. VTSMX commentary
Dec 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 ADGYX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. ADGYX (167M). VTSMX pays higher dividends than ADGYX: VTSMX (1.02) vs ADGYX (0.20). ADGYX was incepted earlier than VTSMX: ADGYX (16 years) vs VTSMX (34 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 : 12.68 vs. ADGYX (3.93). VTSMX return over 5 years is better than : 79.30 vs. ADGYX (30.52).
| 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 | 34 years | - |
| Gain YTD | 18.331 | 17.334 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 2.06T | 0% |
| Annual Yield % from dividends | 0.20 | 1.02 | 20% |
| Returns for 1 year | 3.93 | 12.68 | 31% |
| Returns for 3 years | 49.02 | 70.77 | 69% |
| Returns for 5 years | 30.52 | 79.30 | 38% |
| Returns for 10 years | 52.47 | 240.48 | 22% |
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