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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$21.61 +0.06 (+0.28%)
Closing price 07/2/2025 03:58 PM Eastern
Extended Trading
$21.55 -0.06 (-0.28%)
As of 04:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

ADX vs. OBDC, DNP, PTY, OXLC, USA, NUV, GAB, RVT, STEW, 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), DNP Select Income Fund (DNP), Pimco Corporate & Income Opportunity Fund (PTY), Oxford Lane Capital (OXLC), Liberty All-Star Equity Fund (USA), Nuveen Municipal Value Fund (NUV), Gabelli Equity Trust (GAB), Royce Small-Cap Trust (RVT), SRH Total Return Fund (STEW), 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 business? We will contrast the two businesses based on the strength of their risk, media sentiment, profitability, analyst recommendations, institutional ownership, earnings, valuation and dividends.

Blue Owl Capital currently has a consensus target price of $15.64, suggesting a potential upside of 7.96%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, equities research 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)
3 Hold rating(s)
4 Buy rating(s)
3 Strong Buy rating(s)
3.00
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

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

Blue Owl Capital has a beta of 0.72, meaning that its stock price is 28% 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.

Blue Owl Capital has a net margin of 39.42% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 11.72% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital39.42% 11.72% 4.99%
Adams Diversified Equity Fund N/A N/A N/A

Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 10.2%. Adams Diversified Equity Fund pays an annual dividend of $3.33 per share and has a dividend yield of 15.4%. Blue Owl Capital pays out 95.5% 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 increased its dividend for 2 consecutive years.

In the previous week, Blue Owl Capital had 4 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 8 mentions for Blue Owl Capital and 4 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.34 beat Blue Owl Capital's score of 1.21 indicating that Adams Diversified Equity Fund is being referred to more favorably in the news media.

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

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$1.60B4.64$741.06M$1.559.35
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 11 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$2.53B$3.68B$12.03B$20.53B
Dividend Yield15.45%6.81%5.58%3.77%
P/E RatioN/AN/A19.9527.85
Price / SalesN/A18.5825.5437.49
Price / CashN/A17.4321.3421.91
Price / BookN/A1.162.264.55
Net IncomeN/A$158.51M$1.00B$984.95M
7 Day Performance1.08%1.42%1.75%2.31%
1 Month Performance5.23%2.71%3.79%4.85%
1 Year Performance-0.51%2.68%540.42%13.81%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$21.61
+0.3%
N/A+0.4%$2.53BN/A0.0030Positive News
OBDC
Blue Owl Capital
3.885 of 5 stars
$14.35
-1.3%
$15.64
+9.0%
-7.0%$7.43B$1.60B8.03N/APositive News
Ex-Dividend
DNP
DNP Select Income Fund
N/A$9.77
-0.4%
N/A+17.7%$3.63BN/A0.00590Ex-Dividend
PTY
Pimco Corporate & Income Opportunity Fund
N/A$13.90
+0.9%
N/A-3.5%$2.50BN/A0.00147,000News Coverage
Positive News
High Trading Volume
OXLC
Oxford Lane Capital
2.8576 of 5 stars
$4.20
+1.4%
N/A-23.1%$1.90B$57.31M5.06601Positive News
USA
Liberty All-Star Equity Fund
N/A$6.85
+1.2%
N/A+0.6%$1.83BN/A0.00N/ANews Coverage
Positive News
NUV
Nuveen Municipal Value Fund
N/A$8.71
+0.3%
N/A+1.4%$1.80BN/A0.00640
GAB
Gabelli Equity Trust
N/A$5.82
+0.7%
N/A+12.0%$1.78BN/A0.00N/APositive News
RVT
Royce Small-Cap Trust
N/A$15.06
+0.8%
N/A+6.9%$1.72BN/A0.0050Positive News
STEW
SRH Total Return Fund
N/A$17.68
+0.7%
N/A+22.6%$1.69BN/A0.00N/APositive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.17
+0.5%
N/A-8.7%$1.63B$197.67M0.00147,000

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This page (NYSE:ADX) was last updated on 7/3/2025 by MarketBeat.com Staff
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