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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$25.36 +0.53 (+2.15%)
As of 10:47 AM Eastern
This is a fair market value price provided by Massive. Learn more.

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

Should you buy Adams Diversified Equity Fund stock or one of its competitors? MarketBeat compares Adams Diversified Equity Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with 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 stock? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, valuation, institutional ownership, dividends, media sentiment and profitability.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blue Owl Capital$1.85B3.01$800.36M$0.7016.04
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Blue Owl Capital presently has a consensus price target of $13.00, indicating a potential upside of 15.81%. Given Blue Owl Capital's stronger consensus rating and higher possible upside, equities research 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
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.75
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Blue Owl Capital had 4 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 5 mentions for Blue Owl Capital and 1 mentions for Adams Diversified Equity Fund. Blue Owl Capital's average media sentiment score of 0.89 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 Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blue Owl Capital
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 13.2%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.4%. Blue Owl Capital pays out 211.4% 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 increased 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 owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of Blue Owl Capital shares are owned by insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Blue Owl Capital has a beta of 0.62, suggesting that its stock price is 38% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, suggesting that its stock price is 2% more volatile than the broader market.

Blue Owl Capital has a net margin of 20.21% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 9.76% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Blue Owl Capital20.21% 9.76% 4.27%
Adams Diversified Equity Fund N/A N/A N/A

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?

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

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

DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.2%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.4%.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DNP Select Income Fund$438.81M9.25N/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

In the previous week, DNP Select Income Fund had 1 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 2 mentions for DNP Select Income Fund and 1 mentions for Adams Diversified Equity Fund. DNP Select Income Fund's average media sentiment score of 0.34 beat Adams Diversified Equity Fund's score of 0.00 indicating that DNP Select Income Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
DNP Select Income Fund
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

8.5% of DNP Select Income Fund shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.0% of DNP Select Income Fund 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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

DNP Select Income Fund has a beta of 0.35, meaning that its share price is 65% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, meaning that its share price is 2% more volatile than the broader market.

Summary

Adams Diversified Equity Fund beats DNP Select Income Fund on 4 of the 7 factors compared between the two stocks.

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

FS KKR Capital (NYSE:FSK) and Adams Diversified Equity Fund (NYSE:ADX) are both mid-cap finance 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.

FS KKR Capital has a beta of 0.83, suggesting that its stock price is 17% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, suggesting that its stock price is 2% more volatile than the broader market.

36.3% of FS KKR Capital shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.2% of FS KKR Capital shares are held by company insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are held 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.

FS KKR Capital presently has a consensus target price of $10.58, suggesting a potential downside of 4.16%. Given FS KKR Capital's stronger consensus rating and higher probable upside, research 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
FS KKR Capital
1 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.88
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Adams Diversified Equity Fund has a net margin of 0.00% compared to FS KKR Capital's net margin of -38.65%. FS KKR Capital's return on equity of 4.34% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
FS KKR Capital-38.65% 4.34% 1.85%
Adams Diversified Equity Fund N/A N/A N/A

FS KKR Capital pays an annual dividend of $1.80 per share and has a dividend yield of 16.3%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.4%. FS KKR Capital pays out -91.4% of its earnings in the form of a dividend.

FS KKR Capital has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FS KKR Capital$1.52B2.04$11M-$1.97N/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

In the previous week, FS KKR Capital had 30 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 31 mentions for FS KKR Capital and 1 mentions for Adams Diversified Equity Fund. FS KKR Capital's average media sentiment score of 0.12 beat Adams Diversified Equity Fund's score of 0.00 indicating that FS KKR Capital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
FS KKR Capital
3 Very Positive mention(s)
0 Positive mention(s)
27 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
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?

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

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

In the previous week, Pimco Corporate & Income Opportunity Fund and Pimco Corporate & Income Opportunity Fund both had 1 articles in the media. Pimco Corporate & Income Opportunity Fund's average media sentiment score of 1.00 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 media.

Pimco Corporate & Income Opportunity Fund pays an annual dividend of $1.43 per share and has a dividend yield of 12.1%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.4%.

10.3% of Pimco Corporate & Income Opportunity Fund shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Pimco Corporate & Income Opportunity FundN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Pimco Corporate & Income Opportunity Fund has a beta of 0.82, meaning that its share price is 18% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, meaning that its share price is 2% more volatile than the broader market.

Summary

Adams Diversified Equity Fund beats Pimco Corporate & Income Opportunity Fund on 3 of the 5 factors compared between the two stocks.

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

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

In the previous week, Royce Small-Cap Trust and Royce Small-Cap Trust both had 1 articles in the media. Royce Small-Cap Trust's average media sentiment score of 1.13 beat Adams Diversified Equity Fund's score of 0.00 indicating that Royce Small-Cap Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Royce Small-Cap Trust
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Royce Small-Cap Trust has a beta of 1.2, suggesting that its share price is 20% more volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.02, suggesting that its share price is 2% more volatile than the broader market.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Royce Small-Cap TrustN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Royce Small-Cap Trust pays an annual dividend of $1.44 per share and has a dividend yield of 7.9%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.4%.

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

Summary

Royce Small-Cap Trust beats Adams Diversified Equity Fund on 3 of the 5 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$3.10B$4.82B$13.99B$23.46B
Dividend Yield7.53%6.98%5.75%4.05%
P/E RatioN/A0.0220.2931.85
Price / SalesN/A52.37144.68111.54
Price / CashN/A4.8619.5018.65
Price / BookN/A3.152.274.75
Net IncomeN/A$388.27M$1.14B$1.08B
7 Day Performance1.86%1.20%1.98%3.09%
1 Month Performance1.09%0.93%2.84%4.46%
1 Year Performance22.59%13.92%13.36%25.48%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$25.36
+2.2%
N/A+20.0%$3.10BN/AN/A30
OBDC
Blue Owl Capital
4.208 of 5 stars
$11.10
+1.0%
$13.00
+17.2%
-23.2%$5.51B$1.85B15.85N/A
DNP
DNP Select Income Fund
N/A$10.63
+0.1%
N/A+10.8%$4.00B$438.81MN/A590
FSK
FS KKR Capital
1.486 of 5 stars
$10.76
+1.1%
$10.58
-1.6%
-47.7%$3.02B$1.52BN/AN/A
PTY
Pimco Corporate & Income Opportunity Fund
N/A$11.84
-0.1%
N/A-13.9%$2.51BN/AN/A147,000

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This page (NYSE:ADX) was last updated on 6/15/2026 by MarketBeat.com Staff.
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