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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$21.80 +0.04 (+0.16%)
As of 02:17 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

ADX vs. OBDC, FSK, DNP, PTY, RVT, GAB, NUV, STEW, OXLC, and BCAT

Should you be buying Adams Diversified Equity Fund stock or one of its competitors? The main competitors of Adams Diversified Equity Fund include Blue Owl Capital (OBDC), FS KKR Capital (FSK), DNP Select Income Fund (DNP), Pimco Corporate & Income Opportunity Fund (PTY), Royce Small-Cap Trust (RVT), Gabelli Equity Trust (GAB), Nuveen Municipal Value Fund (NUV), SRH Total Return Fund (STEW), Oxford Lane Capital (OXLC), and BlackRock Capital Allocation Term Trust (BCAT). These companies are all part of the "financial services" industry.

Adams Diversified Equity Fund vs. Its Competitors

Blue Owl Capital (NYSE:OBDC) and Adams Diversified Equity Fund (NYSE:ADX) are both mid-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, risk, earnings, valuation, analyst recommendations, media sentiment, dividends and institutional ownership.

42.8% of Blue Owl Capital shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.1% of Blue Owl Capital shares are held by company insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Blue Owl Capital has a beta of 0.74, meaning that its stock price is 26% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, meaning that its stock price is 2% more volatile than the S&P 500.

In the previous week, Blue Owl Capital had 1 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 6 mentions for Blue Owl Capital and 5 mentions for Adams Diversified Equity Fund. Blue Owl Capital's average media sentiment score of 1.78 beat Adams Diversified Equity Fund's score of 1.36 indicating that Blue Owl Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blue Owl Capital
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Adams Diversified Equity Fund
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Blue Owl Capital presently has a consensus target price of $15.42, indicating a potential upside of 8.76%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, equities analysts clearly believe Blue Owl Capital is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blue Owl Capital
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
3 Strong Buy rating(s)
3.13
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Blue Owl Capital has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$1.60B4.54$741.06M$1.519.39
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 10.4%. Adams Diversified Equity Fund pays an annual dividend of $3.35 per share and has a dividend yield of 15.4%. Blue Owl Capital pays out 98.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Blue Owl Capital has raised its dividend for 2 consecutive years.

Blue Owl Capital has a net margin of 38.29% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 11.24% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital38.29% 11.24% 4.82%
Adams Diversified Equity Fund N/A N/A N/A

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 12 of the 16 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 FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$2.56B$3.95B$12.49B$21.26B
Dividend Yield15.46%6.21%5.44%3.53%
P/E RatioN/AN/A19.4229.27
Price / SalesN/A52.7327.1553.51
Price / CashN/A17.9022.1823.64
Price / BookN/A1.122.365.38
Net IncomeN/A$161.89M$1.01B$996.59M
7 Day Performance1.73%1.05%2.14%2.93%
1 Month Performance-0.07%2.18%2.14%2.79%
1 Year Performance3.29%1.52%540.52%12.70%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$21.80
+0.2%
N/A+2.7%$2.56BN/A0.0030News Coverage
Positive News
OBDC
Blue Owl Capital
2.6774 of 5 stars
$14.10
-1.1%
$15.42
+9.3%
-6.1%$7.29B$1.60B9.34N/ANews Coverage
Positive News
FSK
FS KKR Capital
1.2714 of 5 stars
$17.90
-1.0%
$18.92
+5.7%
-10.9%$5.06B$315M22.95N/AAnalyst Forecast
DNP
DNP Select Income Fund
N/A$9.89
+0.2%
N/A+3.8%$3.65BN/A0.00590
PTY
Pimco Corporate & Income Opportunity Fund
N/A$14.09
+0.1%
N/A-0.8%$2.56BN/A0.00147,000
RVT
Royce Small-Cap Trust
N/A$15.98
+0.4%
N/A+4.1%$1.90BN/A0.0050News Coverage
Positive News
GAB
Gabelli Equity Trust
N/A$6.01
+0.1%
N/A+9.3%$1.84BN/A0.00N/ANews Coverage
Dividend Announcement
NUV
Nuveen Municipal Value Fund
N/A$8.64
-0.3%
N/A-1.8%$1.80BN/A0.00640News Coverage
Positive News
STEW
SRH Total Return Fund
N/A$18.20
+0.0%
N/A+17.8%$1.76BN/A0.00N/A
OXLC
Oxford Lane Capital
1.94 of 5 stars
$3.63
+1.7%
N/A-30.2%$1.65B$57.31M4.37601Positive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$14.79
-0.2%
N/A-9.4%$1.59B$197.67M0.00147,000Positive News

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This page (NYSE:ADX) was last updated on 8/28/2025 by MarketBeat.com Staff
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