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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$22.10 -0.03 (-0.11%)
Closing price 09/12/2025 03:59 PM Eastern
Extended Trading
$21.99 -0.12 (-0.54%)
As of 08:41 AM Eastern
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ADX vs. OXLC, OBDC, DNP, PTY, RVT, GAB, NUV, STEW, BCAT, 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 Oxford Lane Capital (OXLC), 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), and Central Securities (CET). These companies are all part of the "financial services" industry.

Adams Diversified Equity Fund vs. Its Competitors

Oxford Lane Capital (NASDAQ:OXLC) and Adams Diversified Equity Fund (NYSE:ADX) are both financial services companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, risk, dividends, profitability, earnings, media sentiment, valuation and institutional ownership.

Oxford Lane Capital pays an annual dividend of $5.40 per share and has a dividend yield of 30.5%. Adams Diversified Equity Fund pays an annual dividend of $3.35 per share and has a dividend yield of 15.2%. Oxford Lane Capital pays out 130.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Oxford Lane Capital had 5 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 6 mentions for Oxford Lane Capital and 1 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.81 beat Oxford Lane Capital's score of 1.25 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
Oxford Lane Capital
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Oxford Lane Capital has higher earnings, but lower revenue than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oxford Lane Capital$57.31M27.98$376.14M$4.154.26
Adams Diversified Equity Fund$362.03M7.18N/AN/AN/A

6.7% of Oxford Lane Capital shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 3.2% of Oxford Lane 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Oxford Lane CapitalN/A N/A N/A
Adams Diversified Equity Fund N/A N/A N/A

Oxford Lane Capital has a beta of 0.78, suggesting that its share price is 22% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, suggesting that its share price is 2% more volatile than the S&P 500.

Summary

Adams Diversified Equity Fund beats Oxford Lane Capital on 5 of the 9 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$2.60B$3.94B$12.64B$21.49B
Dividend Yield15.14%6.23%5.40%3.49%
P/E RatioN/AN/A244.0829.75
Price / Sales7.1824.0330.8251.58
Price / CashN/A18.7719.2518.13
Price / BookN/A1.232.314.63
Net IncomeN/A$161.89M$1.01B$999.94M
7 Day Performance1.61%0.74%0.75%0.62%
1 Month Performance0.66%2.96%3.28%4.34%
1 Year Performance4.07%3.21%543.66%16.38%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$22.11
-0.1%
N/A+4.1%$2.60B$362.03M0.0030Positive News
OXLC
Oxford Lane Capital
2.2563 of 5 stars
$17.75
-2.5%
N/A-33.6%$8.04B$57.31M21.39601Positive News
OBDC
Blue Owl Capital
3.0174 of 5 stars
$14.30
-0.3%
$15.42
+7.8%
-4.4%$7.33B$743.36M9.47N/APositive News
Short Interest ↑
DNP
DNP Select Income Fund
N/A$9.81
-0.4%
N/A+2.8%$3.64BN/A0.00590Positive News
Dividend Announcement
Short Interest ↑
PTY
Pimco Corporate & Income Opportunity Fund
N/A$14.36
+0.3%
N/A+0.4%$2.60B$230.95M0.00147,000Ex-Dividend
RVT
Royce Small-Cap Trust
N/A$16.41
+0.3%
N/A+7.3%$1.96BN/A0.0050Ex-Dividend
GAB
Gabelli Equity Trust
N/A$6.17
+0.4%
N/A+14.7%$1.89BN/A0.00N/APositive News
Short Interest ↓
NUV
Nuveen Municipal Value Fund
N/A$8.80
+0.3%
N/A-1.3%$1.82BN/A0.00640Positive News
STEW
SRH Total Return Fund
N/A$18.38
-0.5%
N/A+19.3%$1.78BN/A0.00N/AShort Interest ↓
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.20
+1.0%
N/A-8.6%$1.63B$197.67M0.00147,000Positive News
Short Interest ↓
CET
Central Securities
N/A$50.09
-0.3%
N/A+12.4%$1.45B$222.17M0.006Positive News

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This page (NYSE:ADX) was last updated on 9/15/2025 by MarketBeat.com Staff
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