Interact to see
Advertisement
Advertisement
ADGZX vs VSMPX
ADGZX vs VSMPX Comparison
Open Charts ADGZX vs VSMPX
AB Core Opportunities Z
Price$29.70
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets192.99M
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.69
Change+$0.17 (+0.06%)
VolumeN/A
Net Assets2.05T
ADGZX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADGZX vs. VSMPX commentary
Nov 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 ADGZX is a Buy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. ADGZX (193M). 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 : 13.44 vs. ADGZX (5.49). VSMPX return over 5 years is better than : 84.08 vs. ADGZX (28.88).
| 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 | 18.280 | 15.994 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 2.05T | 0% |
| Annual Yield % from dividends | 0.21 | 1.12 | 19% |
| Returns for 1 year | 5.49 | 13.44 | 41% |
| Returns for 3 years | 35.84 | 68.30 | 52% |
| Returns for 5 years | 28.88 | 84.08 | 34% |
| Returns for 10 years | 56.87 | 225.48 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement