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ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
AB Core Opportunities Z
Price$26.17
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets188.12M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
ADGZX vs VSMPX Comparison Chart in %
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ADGZX vs. VSMPX commentary
Dec 26, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. ADGZX (188M). VSMPX pays higher dividends than ADGZX: VSMPX (1.12) vs ADGZX (0.21). ADGZX was incepted earlier than VSMPX: ADGZX (12 years) vs VSMPX (11 years). ADGZX (0.85) is less costly to investors than VSMPX (0.02). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VSMPX (2.00). ADGZX has a lower initial minimum investment than VSMPX: ADGZX (2000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.43 vs. ADGZX (1.83). VSMPX return over 5 years is better than : 76.89 vs. ADGZX (14.70).
| ADGZX | VSMPX | ADGZX / VSMPX | |
| Total Expense Ratio | 0.84 | 0.02 | 4,200% |
| Annual Report Gross Expense Ratio | 0.85 | 0.02 | 4,250% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 4.221 | 17.382 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 2.06T | 0% |
| Annual Yield % from dividends | 0.21 | 1.12 | 19% |
| Returns for 1 year | 1.83 | 14.43 | 13% |
| Returns for 3 years | 36.57 | 78.10 | 47% |
| Returns for 5 years | 14.70 | 76.89 | 19% |
| Returns for 10 years | 44.05 | 225.09 | 20% |
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