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ADGZX vs VTSAX
ADGZX vs VTSAX Comparison
Open Charts ADGZX vs VTSAX
AB Core Opportunities Z
Price$27.32
Change+$0.25 (+0.92%)
VolumeN/A
Net Assets185.84M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ADGZX vs VTSAX Comparison Chart in %
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ADGZX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. ADGZX (186M). VTSAX pays higher dividends than ADGZX: VTSAX (1.21) vs ADGZX (0.23). ADGZX was incepted earlier than VTSAX: ADGZX (12 years) vs VTSAX (25 years). ADGZX (0.85) is less costly to investors than VTSAX (0.04). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than ADGZX: VTSAX (3000) vs ADGZX (2000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. ADGZX (5.53). VTSAX return over 5 years is better than : 95.62 vs. ADGZX (34.35).
| ADGZX | VTSAX | ADGZX / VTSAX | |
| 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 | 8.801 | 6.416 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 1.82T | 0% |
| Annual Yield % from dividends | 0.23 | 1.21 | 19% |
| Returns for 1 year | 5.53 | 13.89 | 40% |
| Returns for 3 years | 36.08 | 62.12 | 58% |
| Returns for 5 years | 34.35 | 95.62 | 36% |
| Returns for 10 years | 44.98 | 198.69 | 23% |
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