Adams Diversified Equity Fund (ADX) Competitors

$24.07 +0.18 (+0.74%)

Closing price 05/5/2026 03:59 PM Eastern

Extended Trading

$24.10 +0.03 (+0.14%)

As of 04:04 AM Eastern

ADX vs. OBDC, DNP, FSK, PTY, and RVT

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), FS KKR Capital (FSK), Pimco Corporate & Income Opportunity Fund (PTY), and Royce Small-Cap Trust (RVT). These companies are all part of the "financial services" industry.

How does Adams Diversified Equity Fund compare to Blue Owl Capital?

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 analyst recommendations, profitability, institutional ownership, risk, dividends, media sentiment, valuation and earnings.

: Blue Owl Capital has a beta of 0.64, indicating that its share price is 36% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500.
: Blue Owl Capital currently has a consensus price target of $13.71, suggesting a potential upside of 15.20%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, equities 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
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)

4 Buy rating(s)

2 Strong Buy rating(s)
2.89
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 a net margin of 33.89% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 10.07% beat Adams Diversified Equity Fund's return on equity.
Company Net Margins Return on Equity Return on Assets
Blue Owl Capital 33.89% 10.07% 4.34%
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 12.4%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.8%. Blue Owl Capital pays out 119.4% 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 is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
: 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 insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
: Blue Owl Capital has higher revenue and earnings than Adams Diversified Equity Fund.
Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Blue Owl Capital $1.85B 3.19 $800.36M $1.24 9.60
Adams Diversified Equity Fund N/A N/A N/A N/A N/A
: In the previous week, Blue Owl Capital had 8 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 8 mentions for Blue Owl Capital and 0 mentions for Adams Diversified Equity Fund. Blue Owl Capital's average media sentiment score of 0.96 beat Adams Diversified Equity Fund's score of 0.00 indicating that Blue Owl Capital is being referred to more favorably in the media.
Company Overall Sentiment
Blue Owl Capital Positive
Adams Diversified Equity Fund Neutral

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)	2 Strong Buy rating(s)	2.89
Adams Diversified Equity Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Company	Net Margins	Return on Equity	Return on Assets
Blue Owl Capital	33.89%	10.07%	4.34%
Adams Diversified Equity Fund	N/A	N/A	N/A

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Blue Owl Capital	$1.85B	3.19	$800.36M	$1.24	9.60
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A

Company	Overall Sentiment
Blue Owl Capital	Positive
Adams Diversified Equity Fund	Neutral

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 13 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to DNP Select Income Fund?

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

: Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500. Comparatively, DNP Select Income Fund has a beta of 0.36, suggesting that its stock price is 64% less volatile than the S&P 500.
: Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity Fund N/A N/A N/A
DNP Select Income Fund N/A N/A N/A
: Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.8%. DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.3%.
: 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 8.5% of DNP Select Income Fund shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Comparatively, 0.0% of DNP Select Income Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.
: Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Adams Diversified Equity Fund N/A N/A N/A N/A N/A
DNP Select Income Fund N/A N/A N/A N/A N/A
: In the previous week, DNP Select Income Fund had 1 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 1 mentions for DNP Select Income Fund and 0 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 0.00 equaled DNP Select Income Fund'saverage media sentiment score.
Company Overall Sentiment
Adams Diversified Equity Fund Neutral
DNP Select Income Fund Neutral

Company	Net Margins	Return on Equity	Return on Assets
Adams Diversified Equity Fund	N/A	N/A	N/A
DNP Select Income Fund	N/A	N/A	N/A

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A
DNP Select Income Fund	N/A	N/A	N/A	N/A	N/A

Company	Overall Sentiment
Adams Diversified Equity Fund	Neutral
DNP Select Income Fund	Neutral

Summary

Adams Diversified Equity Fund beats DNP Select Income Fund on 4 of the 5 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to FS KKR Capital?

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

: Adams Diversified Equity Fund has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 0.85, indicating that its share price is 15% less volatile than the S&P 500.
: FS KKR Capital has a net margin of 0.72% compared to Adams Diversified Equity Fund's net margin of 0.00%. FS KKR Capital's return on equity of 5.21% beat Adams Diversified Equity Fund's return on equity.
Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity Fund N/A N/A N/A
FS KKR Capital 0.72% 5.21% 2.25%
: FS KKR Capital has a consensus price target of $12.50, suggesting a potential upside of 8.57%. Given FS KKR Capital's stronger consensus rating and higher probable upside, analysts plainly believe FS KKR 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
FS KKR Capital
2 Sell rating(s)

7 Hold rating(s)

0 Buy rating(s)

0 Strong Buy rating(s)
1.78
: FS KKR Capital has higher revenue and earnings than Adams Diversified Equity Fund.
Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Adams Diversified Equity Fund N/A N/A N/A N/A N/A
FS KKR Capital $1.52B 2.12 $11M $0.03 383.77
: 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by company insiders. Comparatively, 0.3% of FS KKR Capital shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
: In the previous week, FS KKR Capital had 18 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 18 mentions for FS KKR Capital and 0 mentions for Adams Diversified Equity Fund. FS KKR Capital's average media sentiment score of 0.09 beat Adams Diversified Equity Fund's score of 0.00 indicating that FS KKR Capital is being referred to more favorably in the news media.
Company Overall Sentiment
Adams Diversified Equity Fund Neutral
FS KKR Capital Neutral
: Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.8%. FS KKR Capital pays an annual dividend of $1.80 per share and has a dividend yield of 15.6%. FS KKR Capital pays out 6,000.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Company	Net Margins	Return on Equity	Return on Assets
Adams Diversified Equity Fund	N/A	N/A	N/A
FS KKR Capital	0.72%	5.21%	2.25%

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
FS KKR Capital	2 Sell rating(s)	7 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.78

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A
FS KKR Capital	$1.52B	2.12	$11M	$0.03	383.77

Company	Overall Sentiment
Adams Diversified Equity Fund	Neutral
FS KKR Capital	Neutral

Summary

FS KKR Capital beats Adams Diversified Equity Fund on 11 of the 13 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Pimco Corporate & Income Opportunity Fund?

Adams Diversified Equity Fund (NYSE:ADX) and Pimco Corporate & Income Opportunity Fund (NYSE:PTY) are both mid-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their risk, analyst recommendations, institutional ownership, media sentiment, valuation, dividends, earnings and profitability.

: Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500. Comparatively, Pimco Corporate & Income Opportunity Fund has a beta of 0.83, suggesting that its stock price is 17% less volatile than the S&P 500.
: Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity Fund N/A N/A N/A
Pimco Corporate & Income Opportunity Fund N/A N/A N/A
: Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Adams Diversified Equity Fund N/A N/A N/A N/A N/A
Pimco Corporate & Income Opportunity Fund N/A N/A N/A N/A N/A
: 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 10.3% of Pimco Corporate & Income Opportunity Fund shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
: In the previous week, Pimco Corporate & Income Opportunity Fund had 3 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 3 mentions for Pimco Corporate & Income Opportunity Fund and 0 mentions for Adams Diversified Equity Fund. Pimco Corporate & Income Opportunity Fund's average media sentiment score of 0.89 beat Adams Diversified Equity Fund's score of 0.00 indicating that Pimco Corporate & Income Opportunity Fund is being referred to more favorably in the news media.
Company Overall Sentiment
Adams Diversified Equity Fund Neutral
Pimco Corporate & Income Opportunity Fund Positive
: Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.8%. Pimco Corporate & Income Opportunity Fund pays an annual dividend of $1.43 per share and has a dividend yield of 11.7%.

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A
Pimco Corporate & Income Opportunity Fund	N/A	N/A	N/A	N/A	N/A

Company	Overall Sentiment
Adams Diversified Equity Fund	Neutral
Pimco Corporate & Income Opportunity Fund	Positive

Summary

Adams Diversified Equity Fund and Pimco Corporate & Income Opportunity Fund tied by winning 3 of the 6 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Royce Small-Cap Trust?

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

: Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Adams Diversified Equity Fund N/A N/A N/A N/A N/A
Royce Small-Cap Trust N/A N/A N/A N/A N/A
: Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500. Comparatively, Royce Small-Cap Trust has a beta of 1.21, suggesting that its stock price is 21% more volatile than the S&P 500.
: Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity Fund N/A N/A N/A
Royce Small-Cap Trust N/A N/A N/A
: Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.8%. Royce Small-Cap Trust pays an annual dividend of $1.42 per share and has a dividend yield of 7.7%.
: In the previous week, Royce Small-Cap Trust had 2 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 2 mentions for Royce Small-Cap Trust and 0 mentions for Adams Diversified Equity Fund. Royce Small-Cap Trust's average media sentiment score of 0.98 beat Adams Diversified Equity Fund's score of 0.00 indicating that Royce Small-Cap Trust is being referred to more favorably in the news media.
Company Overall Sentiment
Adams Diversified Equity Fund Neutral
Royce Small-Cap Trust Positive
: 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 25.6% of Royce Small-Cap Trust shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by insiders. Comparatively, 0.1% of Royce Small-Cap Trust shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A
Royce Small-Cap Trust	N/A	N/A	N/A	N/A	N/A

Company	Net Margins	Return on Equity	Return on Assets
Adams Diversified Equity Fund	N/A	N/A	N/A
Royce Small-Cap Trust	N/A	N/A	N/A

Company	Overall Sentiment
Adams Diversified Equity Fund	Neutral
Royce Small-Cap Trust	Positive

Summary

Adams Diversified Equity Fund and Royce Small-Cap Trust tied by winning 3 of the 6 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.

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.

ADX vs. The Competition

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Metric	Adams Diversified Equity Fund	FIN Industry	Finance Sector	NYSE Exchange
Market Cap	$2.93B	$4.39B	$13.34B	$22.85B
Dividend Yield	7.83%	7.24%	5.80%	4.05%
P/E Ratio	N/A	0.06	23.27	28.55
Price / Sales	N/A	45.01	189.49	24.25
Price / Cash	N/A	5.48	20.24	25.18
Price / Book	N/A	3.31	3.43	5.37
Net Income	N/A	$388.27M	$1.11B	$1.07B
7 Day Performance	1.14%	1.01%	0.85%	1.75%
1 Month Performance	6.34%	3.61%	4.13%	6.04%
1 Year Performance	25.45%	15.18%	13.82%	31.36%

Adams Diversified Equity Fund Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
ADX Adams Diversified Equity Fund	N/A	$24.07 +0.7%	N/A	+24.7%	$2.93B	N/A	N/A	30
OBDC Blue Owl Capital	4.3755 of 5 stars	$11.15 -0.4%	$13.71 +23.1%	-13.9%	$5.54B	$709.66M	9.00	N/A
DNP DNP Select Income Fund	N/A	$10.79 +0.0%	N/A	+11.3%	$4.06B	$438.81M	N/A	590	Dividend Announcement
FSK FS KKR Capital	2.9125 of 5 stars	$10.61 +1.0%	$12.50 +17.9%	-41.0%	$2.97B	$1.52B	353.80	N/A	Trending News
PTY Pimco Corporate & Income Opportunity Fund	N/A	$12.25 +0.2%	N/A	-11.4%	$2.60B	$257.54M	N/A	147,000	News Coverage Dividend Announcement

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This page (NYSE:ADX) was last updated on 5/6/2026 by MarketBeat.com Staff.

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Adams Diversified Equity Fund (ADX) Competitors

ADX vs. OBDC, DNP, FSK, PTY, and RVT

How does Adams Diversified Equity Fund compare to Blue Owl Capital?

Summary

How does Adams Diversified Equity Fund compare to DNP Select Income Fund?

Summary

How does Adams Diversified Equity Fund compare to FS KKR Capital?

Summary

How does Adams Diversified Equity Fund compare to Pimco Corporate & Income Opportunity Fund?

Summary

How does Adams Diversified Equity Fund compare to Royce Small-Cap Trust?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

ADX vs. The Competition

Adams Diversified Equity Fund Competitors List

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Adams Diversified Equity Fund (ADX) Competitors

ADX vs. OBDC, DNP, FSK, PTY, and RVT

How does Adams Diversified Equity Fund compare to Blue Owl Capital?

Summary

How does Adams Diversified Equity Fund compare to DNP Select Income Fund?

Summary

How does Adams Diversified Equity Fund compare to FS KKR Capital?

Summary

How does Adams Diversified Equity Fund compare to Pimco Corporate & Income Opportunity Fund?

Summary

How does Adams Diversified Equity Fund compare to Royce Small-Cap Trust?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

ADX vs. The Competition

Adams Diversified Equity Fund Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools