ADX vs. PTY, DNP, USA, HTGC, NUV, GSBD, GAB, RVT, TY, and STEW
Should you be buying Adams Diversified Equity Fund stock or one of its competitors? The main competitors of Adams Diversified Equity Fund include PIMCO Corporate & Income Opportunity Fund (PTY), DNP Select Income Fund (DNP), Liberty All-Star Equity Fund (USA), Hercules Capital (HTGC), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), The Gabelli Equity Trust (GAB), Royce Value Trust (RVT), Tri-Continental (TY), and SRH Total Return Fund (STEW). These companies are all part of the "investment offices, not elsewhere classified" industry.
PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) and Adams Diversified Equity Fund (NYSE:ADX) are both mid-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, earnings, profitability, risk, community ranking, dividends, media sentiment, institutional ownership and valuation.
PIMCO Corporate & Income Opportunity Fund pays an annual dividend of $1.43 per share and has a dividend yield of 10.0%. Adams Diversified Equity Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.3%.
10.3% of PIMCO Corporate & Income Opportunity Fund shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Adams Diversified Equity Fund received 22 more outperform votes than PIMCO Corporate & Income Opportunity Fund when rated by MarketBeat users. However, 64.92% of users gave PIMCO Corporate & Income Opportunity Fund an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.
In the previous week, Adams Diversified Equity Fund had 6 more articles in the media than PIMCO Corporate & Income Opportunity Fund. MarketBeat recorded 6 mentions for Adams Diversified Equity Fund and 0 mentions for PIMCO Corporate & Income Opportunity Fund. PIMCO Corporate & Income Opportunity Fund's average media sentiment score of 0.26 beat Adams Diversified Equity Fund's score of 0.00 indicating that Adams Diversified Equity Fund is being referred to more favorably in the news media.
PIMCO Corporate & Income Opportunity Fund has a beta of 0.97, suggesting that its stock price is 3% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1, suggesting that its stock price has a similar volatility profile to the S&P 500.
Summary
Adams Diversified Equity Fund beats PIMCO Corporate & Income Opportunity Fund on 6 of the 8 factors compared between the two stocks.
Get Adams Diversified Equity Fund News Delivered to You Automatically
Sign up to receive the latest news and ratings for ADX and its competitors with MarketBeat's FREE daily newsletter.
This chart shows the number of new MarketBeat users adding ADX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart
Adams Diversified Equity Fund Competitors List
Related Companies and Tools