ADGZX
Price
$27.32
Change
+$0.25 (+0.92%)
Updated
Jul 3 closing price
Net Assets
185.84M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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ADGZX vs VTSMX

Header iconADGZX vs VTSMX Comparison
Open Charts ADGZX vs VTSMXBanner chart's image
AB Core Opportunities Z
Price$27.32
Change+$0.25 (+0.92%)
VolumeN/A
Net Assets185.84M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ADGZX vs VTSMX Comparison Chart in %
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ADGZX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ADGZX (186M). VTSMX pays higher dividends than ADGZX: VTSMX (1.12) vs ADGZX (0.23). ADGZX was incepted earlier than VTSMX: ADGZX (12 years) vs VTSMX (33 years). ADGZX (0.85) is less costly to investors than VTSMX (0.14). ADGZX is a more actively managed with annual turnover of: 46.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than ADGZX: VTSMX (3000) vs ADGZX (2000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. ADGZX (5.53). VTSMX return over 5 years is better than : 95.59 vs. ADGZX (34.35).
ADGZXVTSMXADGZX / VTSMX
Total Expense Ratio0.840.14600%
Annual Report Gross Expense Ratio0.850.14607%
Fund Existence12 years33 years-
Gain YTD8.8016.421137%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets186M1.82T0%
Annual Yield % from dividends0.231.1220%
Returns for 1 year5.5313.8940%
Returns for 3 years36.0862.0858%
Returns for 5 years34.3595.5936%
Returns for 10 years44.98198.0523%
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