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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$26.28 -0.14 (-0.51%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$26.34 +0.06 (+0.22%)
As of 08/14/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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ADX vs. SEIC, EVR, JEF, AMG, and FDS

Should you buy Adams Diversified Equity Fund stock or one of its competitors? Adams Diversified Equity Fund's main competitors and comparable companies include SEI Investments (SEIC), Evercore (EVR), Jefferies Financial Group (JEF), Affiliated Managers Group (AMG), and FactSet Research Systems (FDS). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Adams Diversified Equity Fund compare to SEI Investments?

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

SEI Investments has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SEI Investments$2.30B5.56$715.30M$5.6718.76
Adams Diversified Equity FundN/AN/AN/AN/AN/A

In the previous week, SEI Investments had 3 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 5 mentions for SEI Investments and 2 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 0.91 beat SEI Investments' score of 0.60 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
SEI Investments
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SEI Investments has a beta of 0.96, meaning that its stock price is 4% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, meaning that its stock price is 1% more volatile than the broader market.

SEI Investments currently has a consensus price target of $122.60, suggesting a potential upside of 15.25%. Given SEI Investments' stronger consensus rating and higher probable upside, research analysts clearly believe SEI Investments is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SEI Investments
0 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
3.14
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

SEI Investments has a net margin of 28.85% compared to Adams Diversified Equity Fund's net margin of 0.00%. SEI Investments' return on equity of 29.16% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
SEI Investments28.85% 29.16% 22.68%
Adams Diversified Equity Fund N/A N/A N/A

SEI Investments pays an annual dividend of $1.04 per share and has a dividend yield of 1.0%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. SEI Investments pays out 18.3% of its earnings in the form of a dividend. SEI Investments has raised its dividend for 34 consecutive years.

70.6% of SEI Investments shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 4.8% of SEI Investments 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, large money managers and endowments believe a company is poised for long-term growth.

Summary

SEI Investments beats Adams Diversified Equity Fund on 12 of the 16 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Evercore?

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

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.2%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. Evercore pays out 20.1% of its earnings in the form of a dividend. Evercore has raised its dividend for 18 consecutive years.

86.2% of Evercore shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 3.5% of Evercore 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 endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, Adams Diversified Equity Fund had 2 more articles in the media than Evercore. MarketBeat recorded 2 mentions for Adams Diversified Equity Fund and 0 mentions for Evercore. Adams Diversified Equity Fund's average media sentiment score of 0.91 beat Evercore's score of 0.00 indicating that Adams Diversified Equity Fund is being referred to more favorably in the news media.

Company Overall Sentiment
Evercore Neutral
Adams Diversified Equity Fund Positive

Evercore has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$3.86B3.08$591.92M$17.6917.37
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Evercore currently has a consensus price target of $380.67, indicating a potential upside of 23.85%. Given Evercore's stronger consensus rating and higher probable upside, equities analysts plainly believe Evercore is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Evercore
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Evercore has a beta of 1.51, indicating that its share price is 51% more volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, indicating that its share price is 1% more volatile than the broader market.

Evercore has a net margin of 15.74% compared to Adams Diversified Equity Fund's net margin of 0.00%. Evercore's return on equity of 39.11% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Evercore15.74% 39.11% 18.05%
Adams Diversified Equity Fund N/A N/A N/A

Summary

Evercore beats Adams Diversified Equity Fund on 11 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Jefferies Financial Group?

Adams Diversified Equity Fund (NYSE:ADX) and Jefferies Financial Group (NYSE:JEF) are both finance companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, media sentiment, valuation, profitability and risk.

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 60.9% of Jefferies Financial Group shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by company insiders. Comparatively, 19.9% of Jefferies Financial Group shares are owned by company 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.

Adams Diversified Equity Fund has a beta of 1.01, suggesting that its share price is 1% more volatile than the broader market. Comparatively, Jefferies Financial Group has a beta of 1.54, suggesting that its share price is 54% more volatile than the broader market.

Jefferies Financial Group has a net margin of 7.58% compared to Adams Diversified Equity Fund's net margin of 0.00%. Jefferies Financial Group's return on equity of 9.23% 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
Jefferies Financial Group 7.58%9.23%1.31%

Jefferies Financial Group has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
Jefferies Financial Group$10.82B0.99$710.47M$3.5815.40

In the previous week, Jefferies Financial Group had 8 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 10 mentions for Jefferies Financial Group and 2 mentions for Adams Diversified Equity Fund. Jefferies Financial Group's average media sentiment score of 1.08 beat Adams Diversified Equity Fund's score of 0.91 indicating that Jefferies Financial Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Jefferies Financial Group
4 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Jefferies Financial Group has a consensus price target of $62.63, indicating a potential upside of 13.57%. Given Jefferies Financial Group's stronger consensus rating and higher probable upside, analysts plainly believe Jefferies Financial Group 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
Jefferies Financial Group
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. Jefferies Financial Group pays an annual dividend of $1.60 per share and has a dividend yield of 2.9%. Jefferies Financial Group pays out 44.7% of its earnings in the form of a dividend. Jefferies Financial Group has increased its dividend for 2 consecutive years.

Summary

Jefferies Financial Group beats Adams Diversified Equity Fund on 13 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Affiliated Managers Group?

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

Affiliated Managers Group has a net margin of 37.72% compared to Adams Diversified Equity Fund's net margin of 0.00%. Affiliated Managers Group's return on equity of 21.94% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Affiliated Managers Group37.72% 21.94% 9.72%
Adams Diversified Equity Fund N/A N/A N/A

Affiliated Managers Group presently has a consensus price target of $370.86, suggesting a potential downside of 0.81%. Given Affiliated Managers Group's stronger consensus rating and higher probable upside, equities research analysts clearly believe Affiliated Managers Group is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Affiliated Managers Group
0 Sell rating(s)
0 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
3.13
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Affiliated Managers Group has a beta of 1.11, meaning that its share price is 11% more volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, meaning that its share price is 1% more volatile than the broader market.

In the previous week, Affiliated Managers Group had 3 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 5 mentions for Affiliated Managers Group and 2 mentions for Adams Diversified Equity Fund. Affiliated Managers Group's average media sentiment score of 1.44 beat Adams Diversified Equity Fund's score of 0.91 indicating that Affiliated Managers Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Affiliated Managers Group
4 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

95.3% of Affiliated Managers Group shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 2.9% of Affiliated Managers Group 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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Affiliated Managers Group has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Affiliated Managers Group$2.07B4.66$716.60M$28.8712.95
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. Affiliated Managers Group pays out 0.1% of its earnings in the form of a dividend.

Summary

Affiliated Managers Group beats Adams Diversified Equity Fund on 13 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to FactSet Research Systems?

Adams Diversified Equity Fund (NYSE:ADX) and FactSet Research Systems (NYSE:FDS) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, institutional ownership, valuation, risk, analyst recommendations, profitability, dividends and earnings.

FactSet Research Systems has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
FactSet Research Systems$2.32B4.34$597.04M$15.1818.66

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 91.2% of FactSet Research Systems shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 1.2% of FactSet Research Systems shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.3%. FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. FactSet Research Systems pays out 30.6% of its earnings in the form of a dividend. FactSet Research Systems has raised its dividend for 27 consecutive years.

FactSet Research Systems has a net margin of 23.21% compared to Adams Diversified Equity Fund's net margin of 0.00%. FactSet Research Systems' return on equity of 30.68% 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
FactSet Research Systems 23.21%30.68%15.43%

FactSet Research Systems has a consensus target price of $253.00, indicating a potential downside of 10.68%. Given FactSet Research Systems' stronger consensus rating and higher probable upside, analysts clearly believe FactSet Research Systems 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
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
1.83

In the previous week, FactSet Research Systems had 4 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 6 mentions for FactSet Research Systems and 2 mentions for Adams Diversified Equity Fund. FactSet Research Systems' average media sentiment score of 1.03 beat Adams Diversified Equity Fund's score of 0.91 indicating that FactSet Research Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
FactSet Research Systems
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the broader market. Comparatively, FactSet Research Systems has a beta of 0.7, suggesting that its stock price is 30% less volatile than the broader market.

Summary

FactSet Research Systems beats Adams Diversified Equity Fund on 13 of the 16 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

Export
MetricAdams Diversified Equity FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$3.24B$5.76B$14.18B$24.33B
Dividend Yield7.23%7.38%5.87%3.68%
P/E RatioN/A38.1329.3430.78
Price / SalesN/A1,234.78514.5464.35
Price / CashN/A48.3337.4932.80
Price / BookN/A3.693.716.82
Net IncomeN/A$417.15M$1.31B$1.06B
7 Day Performance0.65%0.57%0.74%0.54%
1 Month Performance0.19%0.73%1.53%2.88%
1 Year Performance19.69%7.70%12.47%19.08%

Adams Diversified Equity Fund Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$26.29
-0.5%		N/A+19.6%$3.24BN/AN/A30
SEIC
SEI Investments
4.8663 of 5 stars		$104.99
+0.8%		$122.60
+16.8%		+19.8%$12.59B$2.30B18.505,029
EVR
Evercore
4.9974 of 5 stars		$322.26
+1.2%		$380.67
+18.1%		-2.1%$12.44B$3.86B18.192,570
JEF
Jefferies Financial Group
4.5808 of 5 stars		$56.46
+1.4%		$62.63
+10.9%		-10.7%$10.94B$10.82B15.777,787
AMG
Affiliated Managers Group
4.6222 of 5 stars		$387.19
+1.7%		$370.86
-4.2%		+67.6%$10.23B$2.27B13.415,600

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This page (NYSE:ADX) was last updated on 8/15/2026 by MarketBeat.com Staff.
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