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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$22.49 +0.04 (+0.18%)
Closing price 10/3/2025 03:58 PM Eastern
Extended Trading
$22.51 +0.02 (+0.09%)
As of 10/3/2025 07:18 PM 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, RVT, GAB, NUV, STEW, BCAT, OXLC, and CET

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), Royce Small-Cap Trust (RVT), Gabelli Equity Trust (GAB), Nuveen Municipal Value Fund (NUV), SRH Total Return Fund (STEW), BlackRock Capital Allocation Term Trust (BCAT), Oxford Lane Capital (OXLC), and Central Securities (CET). These companies are all part of the "financial services" industry.

Adams Diversified Equity Fund vs. Its Competitors

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

In the previous week, Blue Owl Capital had 4 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 6 mentions for Blue Owl Capital and 2 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.27 beat Blue Owl Capital's score of 1.16 indicating that Adams Diversified Equity Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
1 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
4 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 pays an annual dividend of $3.35 per share and has a dividend yield of 14.9%. Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 11.7%. 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.

Adams Diversified Equity Fund has a beta of 1.02, indicating that its stock price is 2% more volatile than the S&P 500. Comparatively, Blue Owl Capital has a beta of 0.75, indicating that its stock price is 25% less volatile than the S&P 500.

Blue Owl Capital has a consensus target price of $15.42, indicating a potential upside of 21.70%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, analysts plainly believe Blue Owl Capital is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
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
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
3 Strong Buy rating(s)
3.13

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
Blue Owl Capital$1.60B4.05$741.06M$1.518.39

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
Adams Diversified Equity FundN/A N/A N/A
Blue Owl Capital 38.29%11.24%4.82%

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

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$2.65B$4.07B$12.72B$21.82B
Dividend Yield14.88%6.03%5.50%3.54%
P/E RatioN/AN/A39.9129.82
Price / SalesN/A19.5130.0767.04
Price / CashN/A18.8222.6424.90
Price / BookN/A1.472.284.60
Net IncomeN/A$161.89M$1.01B$1.00B
7 Day Performance1.64%1.15%0.14%2.07%
1 Month Performance3.28%2.59%0.87%3.33%
1 Year Performance4.85%3.96%540.63%13.11%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$22.49
+0.2%
N/A+4.9%$2.65BN/A0.0030Positive News
OBDC
Blue Owl Capital
3.6391 of 5 stars
$13.22
-0.2%
$15.42
+16.7%
-14.5%$6.77B$1.60B8.75N/APositive News
Ex-Dividend
DNP
DNP Select Income Fund
N/A$10.03
+0.3%
N/A+3.5%$3.70B$864.48M0.00590Dividend Announcement
Ex-Dividend
PTY
Pimco Corporate & Income Opportunity Fund
N/A$14.42
0.0%
N/A+0.5%$2.62BN/A0.00147,000News Coverage
Dividend Announcement
RVT
Royce Small-Cap Trust
N/A$16.08
+0.0%
N/A+4.7%$1.92BN/A0.0050News Coverage
Short Interest ↑
GAB
Gabelli Equity Trust
N/A$6.12
-0.2%
N/A+13.1%$1.88BN/A0.00N/ANegative News
Short Interest ↑
NUV
Nuveen Municipal Value Fund
N/A$8.93
-1.1%
N/A-0.2%$1.87BN/A0.00640Dividend Announcement
Short Interest ↑
STEW
SRH Total Return Fund
N/A$18.15
-0.5%
N/A+15.3%$1.76BN/A0.00N/APositive News
Short Interest ↑
BCAT
BlackRock Capital Allocation Term Trust
N/A$14.79
+0.9%
N/A-9.1%$1.59B$159.64M0.00147,000Dividend Cut
Short Interest ↑
OXLC
Oxford Lane Capital
1.0252 of 5 stars
$16.68
-1.4%
N/A-35.2%$1.51B$57.31M4.02601Negative News
Short Interest ↑
CET
Central Securities
N/A$51.50
-0.2%
N/A+13.5%$1.49B$222.17M0.006Positive News

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This page (NYSE:ADX) was last updated on 10/5/2025 by MarketBeat.com Staff
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