Interact to see
Advertisement
Advertisement
ADGZX vs VFIAX
ADGZX vs VFIAX Comparison
Open Charts ADGZX vs VFIAX
AB Core Opportunities Z
Price$29.64
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets191.53M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
ADGZX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADGZX vs. VFIAX commentary
Dec 04, 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 ADGZX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. ADGZX (192M). VFIAX pays higher dividends than ADGZX: VFIAX (1.11) vs ADGZX (0.21). ADGZX was incepted earlier than VFIAX: ADGZX (12 years) vs VFIAX (25 years). ADGZX (0.85) is less costly to investors than VFIAX (0.04). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than ADGZX: VFIAX (3000) vs ADGZX (2000000). VFIAX annual gain was more profitable for investors over the last year : 12.70 vs. ADGZX (3.54). VFIAX return over 5 years is better than : 85.88 vs. ADGZX (25.75).
| ADGZX | VFIAX | ADGZX / VFIAX | |
| Total Expense Ratio | 0.84 | 0.04 | 2,100% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 17.443 | 16.106 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 1.46T | 0% |
| Annual Yield % from dividends | 0.21 | 1.11 | 19% |
| Returns for 1 year | 3.54 | 12.70 | 28% |
| Returns for 3 years | 32.89 | 67.36 | 49% |
| Returns for 5 years | 25.75 | 85.88 | 30% |
| Returns for 10 years | 50.15 | 225.65 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement