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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$20.83 -0.11 (-0.53%)
Closing price 06/11/2025 03:58 PM Eastern
Extended Trading
$20.85 +0.02 (+0.10%)
As of 04:00 AM Eastern
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ADX vs. OBDC, FSK, DNP, PTY, OXLC, USA, GAB, NUV, RVT, 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 Blue Owl Capital (OBDC), FS KKR Capital (FSK), DNP Select Income Fund (DNP), PIMCO Corporate & Income Opportunity Fund (PTY), Oxford Lane Capital (OXLC), Liberty All-Star Equity Fund (USA), The Gabelli Equity Trust (GAB), Nuveen Municipal Value Fund (NUV), Royce Value Trust (RVT), and SRH Total Return Fund (STEW). 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 superior business? We will compare the two businesses based on the strength of their community ranking, institutional ownership, dividends, media sentiment, valuation, analyst recommendations, profitability, earnings and risk.

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

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 Fund$564.12M4.34N/AN/AN/A
Blue Owl Capital$725.01M10.40$753.61M$1.559.52

In the previous week, Adams Diversified Equity Fund had 1 more articles in the media than Blue Owl Capital. MarketBeat recorded 5 mentions for Adams Diversified Equity Fund and 4 mentions for Blue Owl Capital. Blue Owl Capital's average media sentiment score of 1.63 beat Adams Diversified Equity Fund's score of 1.04 indicating that Blue Owl Capital is being referred to more favorably in the news media.

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

Adams Diversified Equity Fund pays an annual dividend of $3.33 per share and has a dividend yield of 16.0%. Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 10.0%. 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.

Adams Diversified Equity Fund received 122 more outperform votes than Blue Owl Capital when rated by MarketBeat users. However, 66.67% of users gave Blue Owl Capital an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%
Blue Owl CapitalOutperform Votes
24
66.67%
Underperform Votes
12
33.33%

Adams Diversified Equity Fund has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500. Comparatively, Blue Owl Capital has a beta of 0.73, suggesting that its stock price is 27% less volatile than the S&P 500.

Blue Owl Capital has a consensus price target of $15.64, indicating a potential upside of 5.98%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, 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
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)
3 Hold rating(s)
4 Buy rating(s)
3 Strong Buy rating(s)
3.00

Blue Owl Capital has a net margin of 37.26% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 12.38% 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 37.26%12.38%5.37%

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 13 of the 19 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$2.45B$7.12B$11.69B$19.81B
Dividend Yield16.02%6.79%5.66%3.84%
P/E RatioN/A3.5923.0135.67
Price / Sales4.3424.6826.9246.74
Price / CashN/A7.5117.6017.52
Price / BookN/A0.922.884.84
Net IncomeN/A$66.51M$1.04B$1.02B
7 Day Performance1.31%0.76%1.46%1.94%
1 Month Performance5.04%1.54%1.36%3.03%
1 Year Performance-1.19%2.40%540.47%9.73%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$20.83
-0.5%
N/A+0.1%$2.45B$564.12M0.0030News Coverage
Positive News
OBDC
Blue Owl Capital
3.258 of 5 stars
$14.69
+0.8%
$15.64
+6.5%
-7.4%$7.51B$725.01M9.60N/APositive News
FSK
FS KKR Capital
3.3602 of 5 stars
$21.41
+0.5%
$19.50
-8.9%
+4.9%$5.99B$613M11.39N/APositive News
DNP
DNP Select Income Fund
N/A$9.70
-0.1%
N/A+15.7%$3.59B$851.71M0.00590Short Interest ↓
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$13.75
-0.4%
N/A-4.8%$2.50B$230.95M0.00147,000Positive News
OXLC
Oxford Lane Capital
1.8956 of 5 stars
$4.50
+0.2%
N/A-20.3%$2.04B$57.31M5.42601Short Interest ↓
USA
Liberty All-Star Equity Fund
N/A$6.74
-0.1%
N/A+0.1%$1.82B$259.99M0.00N/A
GAB
The Gabelli Equity Trust
N/A$5.83
+0.6%
N/A+5.9%$1.79B$203.01M0.00N/APositive News
Short Interest ↓
NUV
Nuveen Municipal Value Fund
N/A$8.56
+0.2%
N/A+1.4%$1.78B$200.53M0.00640
RVT
Royce Value Trust
N/A$15.16
+0.7%
N/A+4.5%$1.75B$9.80M0.0050Short Interest ↑
STEW
SRH Total Return Fund
N/A$17.53
+0.5%
N/A+19.8%$1.69B$550.34M0.00N/ANews Coverage
Positive News

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This page (NYSE:ADX) was last updated on 6/12/2025 by MarketBeat.com Staff
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