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ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
AB Core Opportunities Z
Price$29.28
Change+$0.29 (+1.00%)
VolumeN/A
Net Assets189.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.22
Change+$3.37 (+1.13%)
VolumeN/A
Net Assets2.02T
ADGZX vs VSMPX Comparison Chart in %
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ADGZX vs. VSMPX commentary
Oct 21, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. ADGZX (189M). VSMPX pays higher dividends than ADGZX: VSMPX (1.15) vs ADGZX (0.21). ADGZX was incepted earlier than VSMPX: ADGZX (12 years) vs VSMPX (10 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 : 14.67 vs. ADGZX (6.96). VSMPX return over 5 years is better than : 89.85 vs. ADGZX (36.21).
| 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 | 10 years | - |
| Gain YTD | 16.607 | 14.303 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189M | 2.02T | 0% |
| Annual Yield % from dividends | 0.21 | 1.15 | 19% |
| Returns for 1 year | 6.96 | 14.67 | 47% |
| Returns for 3 years | 44.91 | 77.05 | 58% |
| Returns for 5 years | 36.21 | 89.85 | 40% |
| Returns for 10 years | 52.13 | 213.43 | 24% |
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