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ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
AB Core Opportunities Z
Price$28.17
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets187.8M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
ADGZX vs VSMPX Comparison Chart in %
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ADGZX vs. VSMPX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ADGZX (188M). VSMPX pays higher dividends than ADGZX: VSMPX (1.20) vs ADGZX (0.22). 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 : 16.22 vs. ADGZX (7.94). VSMPX return over 5 years is better than : 85.90 vs. ADGZX (30.27).
| 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 | 12.186 | 9.284 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.91T | 0% |
| Annual Yield % from dividends | 0.22 | 1.20 | 19% |
| Returns for 1 year | 7.94 | 16.22 | 49% |
| Returns for 3 years | 25.37 | 46.86 | 54% |
| Returns for 5 years | 30.27 | 85.90 | 35% |
| Returns for 10 years | 45.54 | 193.56 | 24% |
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