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Adams Diversified Equity Fund (ADX) Competitors

$20.57
-0.16 (-0.77%)
(As of 05/28/2024 ET)

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.

Adams Diversified Equity Fund vs.

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%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PIMCO Corporate & Income Opportunity FundN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

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.

Company Net Margins Return on Equity Return on Assets
PIMCO Corporate & Income Opportunity FundN/A N/A N/A
Adams Diversified Equity Fund N/A N/A N/A

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.

CompanyUnderperformOutperform
PIMCO Corporate & Income Opportunity FundOutperform Votes
124
64.92%
Underperform Votes
67
35.08%
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%

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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PIMCO Corporate & Income Opportunity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

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.

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New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

This 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.
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ADX vs. The Competition

MetricAdams Diversified Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$2.55B$7.27B$9.02B$17.72B
Dividend Yield6.27%6.21%10.71%3.53%
P/E RatioN/A0.4556.5622.62
Price / SalesN/A15.523,533.6610.26
Price / CashN/A7.8327.8115.70
Price / BookN/A0.992.455.10
Net IncomeN/A$73.96M$1.00B$974.28M
7 Day Performance2.21%-0.70%-0.96%-1.14%
1 Month Performance8.54%2.54%2.08%4.77%
1 Year Performance30.13%6.79%25.21%23.90%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.27
+0.3%
N/A+14.4%$2.18BN/A0.00147,000Short Interest ↑
Negative News
DNP
DNP Select Income Fund
0 of 5 stars
$8.81
-0.5%
N/A-14.8%$3.13BN/A0.00N/AShort Interest ↓
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.84
+0.1%
N/A+13.0%$1.85BN/A0.00N/AShort Interest ↓
HTGC
Hercules Capital
1.2494 of 5 stars
$19.65
+1.0%
$18.56
-5.5%
+34.4%$3.19B$460.67M8.93100Analyst Revision
Positive News
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.57
-0.1%
N/A-3.0%$1.78BN/A0.00640Short Interest ↓
Positive News
GSBD
Goldman Sachs BDC
0.436 of 5 stars
$15.24
+0.3%
$15.00
-1.5%
+15.8%$1.71B$454.91M7.93N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.62
+0.4%
N/A+4.1%$1.70BN/A0.00N/AShort Interest ↑
RVT
Royce Value Trust
0 of 5 stars
$15.16
+0.9%
N/A+16.8%$1.69BN/A0.00147,000Short Interest ↑
TY
Tri-Continental
0 of 5 stars
$30.95
+0.4%
N/A+17.6%$1.67BN/A0.00N/ANews Coverage
STEW
SRH Total Return Fund
0 of 5 stars
$14.60
+0.2%
N/A+16.3%$1.42B$142.97M0.00N/A

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This page (NYSE:ADX) was last updated on 5/28/2024 by MarketBeat.com Staff

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