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Adams Diversified Equity Fund (ADX) Competitors

$21.30
+0.09 (+0.42%)
(As of 07/26/2024 ET)

ADX vs. IBB, HTGC, DNP, PTY, USA, RVT, GSBD, TY, GAB, 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 iShares Biotechnology ETF (IBB), Hercules Capital (HTGC), DNP Select Income Fund (DNP), PIMCO Corporate & Income Opportunity Fund (PTY), Liberty All-Star Equity Fund (USA), Royce Value Trust (RVT), Goldman Sachs BDC (GSBD), Tri-Continental (TY), The Gabelli Equity Trust (GAB), and SRH Total Return Fund (STEW). These companies are all part of the "investment offices, not elsewhere classified" industry.

Adams Diversified Equity Fund vs.

iShares Biotechnology ETF (NASDAQ:IBB) and Adams Diversified Equity Fund (NYSE:ADX) are both mid-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their risk, dividends, profitability, media sentiment, valuation, institutional ownership, analyst recommendations, community ranking and earnings.

Given Adams Diversified Equity Fund's higher probable upside, equities research analysts clearly believe iShares Biotechnology ETF is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
iShares Biotechnology ETF
0 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.59
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
iShares Biotechnology ETFN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

iShares Biotechnology ETF received 13 more outperform votes than Adams Diversified Equity Fund when rated by MarketBeat users. Likewise, 67.09% of users gave iShares Biotechnology ETF an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
iShares Biotechnology ETFOutperform Votes
159
67.09%
Underperform Votes
78
32.91%
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%

iShares Biotechnology ETF pays an annual dividend of $0.40 per share and has a dividend yield of 0.3%. Adams Diversified Equity Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.1%.

iShares Biotechnology ETF has a beta of 0.74, suggesting that its share price is 26% 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.

62.5% of iShares Biotechnology ETF shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, iShares Biotechnology ETF had 4 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 6 mentions for iShares Biotechnology ETF and 2 mentions for Adams Diversified Equity Fund. iShares Biotechnology ETF's average media sentiment score of 1.17 beat Adams Diversified Equity Fund's score of 0.34 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
iShares Biotechnology ETF
0 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adams Diversified Equity Fund
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Company Net Margins Return on Equity Return on Assets
iShares Biotechnology ETFN/A N/A N/A
Adams Diversified Equity Fund N/A N/A N/A

Summary

iShares Biotechnology ETF beats Adams Diversified Equity Fund on 6 of the 10 factors compared between the two stocks.

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$2.64B$7.96B$9.92B$18.50B
Dividend Yield6.07%6.27%6.62%3.51%
P/E RatioN/A0.4347.1825.04
Price / SalesN/A20.143,593.2415.37
Price / CashN/A7.7017.2819.61
Price / BookN/A0.992.595.08
Net IncomeN/A$73.96M$1.02B$977.27M
7 Day Performance-2.47%0.28%1.80%1.57%
1 Month Performance-1.30%1.83%7.74%5.69%
1 Year Performance22.34%4.64%14.98%9.05%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IBB
iShares Biotechnology ETF
0 of 5 stars
0.00 / 5 stars
$145.65
+0.2%
N/A+15.1%$7.72BN/A0.00N/A
HTGC
Hercules Capital
1.738 of 5 stars
1.74 / 5 stars
$20.99
-1.5%
$18.63
-11.3%
+29.5%$3.45B$460.67M9.54100Upcoming Earnings
Analyst Forecast
DNP
DNP Select Income Fund
0 of 5 stars
0.00 / 5 stars
$8.71
+0.5%
N/A-13.9%$3.08BN/A0.00N/AShort Interest ↑
News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
0.00 / 5 stars
$14.23
-0.2%
N/A-0.8%$2.18BN/A0.00147,000News Coverage
Positive News
USA
Liberty All-Star Equity Fund
0 of 5 stars
0.00 / 5 stars
$6.64
-2.1%
N/A+1.1%$1.84BN/A0.00N/AShort Interest ↑
News Coverage
RVT
Royce Value Trust
0 of 5 stars
0.00 / 5 stars
$15.51
-2.1%
N/A+10.2%$1.77BN/A0.00147,000Short Interest ↑
News Coverage
Negative News
Gap Up
GSBD
Goldman Sachs BDC
0.7516 of 5 stars
0.75 / 5 stars
$15.08
-0.7%
$14.00
-7.1%
+3.8%$1.70B$454.91M7.85N/AShort Interest ↓
News Coverage
TY
Tri-Continental
0 of 5 stars
0.00 / 5 stars
$31.03
-1.3%
N/A+11.8%$1.70BN/A0.00N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
0.00 / 5 stars
$5.35
-1.3%
N/A-4.8%$1.64BN/A0.00N/AShort Interest ↑
Negative News
STEW
SRH Total Return Fund
0 of 5 stars
0.00 / 5 stars
$14.99
-0.5%
N/A+10.6%$1.48BN/A0.00N/ANews Coverage

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This page (NYSE:ADX) was last updated on 7/27/2024 by MarketBeat.com Staff

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