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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$25.65 -0.47 (-1.81%)
Closing price 10/14/2026 03:58 PM Eastern
Extended Trading
$25.68 +0.03 (+0.11%)
As of 09:02 AM Eastern
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ADX vs. SEIC, SF, EVR, 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), Stifel Financial (SF), Evercore (EVR), 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?

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

SEI Investments 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
SEI Investments$2.30B5.50$715.30M$5.6718.57

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
Adams Diversified Equity FundN/A N/A N/A
SEI Investments 28.85%29.16%22.68%

Adams Diversified Equity Fund has a beta of 1.01, indicating that its stock price is 1% more volatile than the broader market. Comparatively, SEI Investments has a beta of 0.97, indicating that its stock price is 3% less volatile than the broader market.

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 70.6% of SEI Investments shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 4.8% of SEI Investments shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments 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 7.4%. SEI Investments pays an annual dividend of $1.04 per share and has a dividend yield of 1.0%. 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.

SEI Investments has a consensus price target of $123.67, suggesting a potential upside of 17.48%. Given SEI Investments' stronger consensus rating and higher possible upside, analysts plainly believe SEI Investments 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
SEI Investments
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.89

In the previous week, SEI Investments had 5 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 7 mentions for SEI Investments and 2 mentions for Adams Diversified Equity Fund. SEI Investments' average media sentiment score of 0.66 beat Adams Diversified Equity Fund's score of 0.54 indicating that SEI Investments is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SEI Investments
2 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

SEI Investments beats Adams Diversified Equity Fund on 12 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Stifel Financial?

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

Stifel Financial has a net margin of 16.11% compared to Adams Diversified Equity Fund's net margin of 0.00%. Stifel Financial's return on equity of 19.22% 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
Stifel Financial 16.11%19.22%2.36%

Stifel Financial has a consensus price target of $86.08, indicating a potential upside of 26.88%. Given Stifel Financial's stronger consensus rating and higher possible upside, analysts plainly believe Stifel Financial 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
Stifel Financial
0 Sell rating(s)
4 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.56

In the previous week, Stifel Financial had 8 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 10 mentions for Stifel Financial and 2 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 0.54 beat Stifel Financial's score of -0.06 indicating that Adams Diversified Equity Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Stifel Financial
1 Very Positive mention(s)
0 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.4%. Stifel Financial pays an annual dividend of $1.36 per share and has a dividend yield of 2.0%. Stifel Financial pays out 24.3% of its earnings in the form of a dividend. Stifel Financial has raised its dividend for 9 consecutive years.

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 82.0% of Stifel Financial shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by insiders. Comparatively, 3.4% of Stifel Financial shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Stifel Financial 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
Stifel Financial$5.53B1.85$683.78M$5.5912.14

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

Summary

Stifel Financial beats Adams Diversified Equity Fund on 11 of the 14 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 compare the two companies based on the strength of their earnings, profitability, dividends, analyst recommendations, valuation, institutional ownership, risk and media sentiment.

Evercore pays an annual dividend of $3.56 per share and has a dividend yield of 1.4%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.4%. Evercore pays out 20.1% of its earnings in the form of a dividend. Evercore has increased its dividend for 18 consecutive years.

In the previous week, Evercore had 6 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 8 mentions for Evercore and 2 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 0.54 beat Evercore's score of 0.36 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
Evercore
1 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adams Diversified Equity Fund
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Evercore$4.71B2.09$591.92M$17.6914.38
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Evercore presently has a consensus target price of $361.50, indicating a potential upside of 42.15%. Given Evercore's stronger consensus rating and higher possible upside, analysts clearly 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)
5 Buy rating(s)
0 Strong Buy rating(s)
2.50
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

86.2% of Evercore shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 3.5% of Evercore 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.

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

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

Summary

Evercore beats Adams Diversified Equity Fund on 12 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 business? We will compare the two businesses based on the strength of their institutional ownership, risk, dividends, valuation, media sentiment, earnings, analyst recommendations and profitability.

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

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 has a beta of 1.07, indicating that its stock price is 7% more volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, indicating that its stock 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 0.78 beat Adams Diversified Equity Fund's score of 0.54 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
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
0 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 7.4%. Affiliated Managers Group pays out 0.1% of its earnings in the form of a dividend.

Affiliated Managers Group presently has a consensus target price of $388.33, suggesting a potential upside of 4.42%. Given Affiliated Managers Group's stronger consensus rating and higher possible upside, equities 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)
1 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.86
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 higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Affiliated Managers Group$2.07B4.64$716.60M$28.8712.88
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Summary

Affiliated Managers Group beats Adams Diversified Equity Fund on 12 of the 14 factors compared between the two stocks.

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

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

In the previous week, FactSet Research Systems had 5 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 7 mentions for FactSet Research Systems and 2 mentions for Adams Diversified Equity Fund. FactSet Research Systems' average media sentiment score of 0.67 beat Adams Diversified Equity Fund's score of 0.54 indicating that FactSet Research Systems is being referred to more favorably in the media.

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

91.2% of FactSet Research Systems shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 1.2% of FactSet Research Systems 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, large money managers and hedge funds believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
FactSet Research Systems$2.48B4.17$533.48M$14.5619.93
Adams Diversified Equity FundN/AN/AN/AN/AN/A

FactSet Research Systems has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, suggesting that its share price is 1% more volatile than the broader market.

FactSet Research Systems presently has a consensus price target of $271.79, suggesting a potential downside of 6.34%. Given FactSet Research Systems' stronger consensus rating and higher probable upside, equities research analysts plainly believe FactSet Research Systems is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
FactSet Research Systems
6 Sell rating(s)
10 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
1.89
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 has a net margin of 21.54% compared to Adams Diversified Equity Fund's net margin of 0.00%. FactSet Research Systems' return on equity of 31.66% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
FactSet Research Systems21.54% 31.66% 15.73%
Adams Diversified Equity Fund N/A N/A N/A

FactSet Research Systems pays an annual dividend of $4.64 per share and has a dividend yield of 1.6%. Adams Diversified Equity Fund pays an annual dividend of $1.91 per share and has a dividend yield of 7.4%. FactSet Research Systems pays out 31.9% of its earnings in the form of a dividend. FactSet Research Systems has raised its dividend for 27 consecutive years.

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

MetricAdams Diversified Equity FundCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$3.20B$5.15B$13.60B$23.07B
Dividend Yield7.31%7.62%6.08%3.70%
P/E RatioN/A28.2823.0825.04
Price / SalesN/A1,121.71476.0221.35
Price / CashN/A47.5843.3636.37
Price / BookN/A3.442.684.66
Net IncomeN/A$415.07M$1.32B$1.07B
7 Day Performance-0.52%-0.76%-0.87%-1.40%
1 Month Performance0.59%-1.90%-2.86%-3.92%
1 Year Performance13.65%7.44%8.70%4.77%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$25.65
-1.8%
N/A+14.1%$3.20BN/AN/A30
SEIC
SEI Investments
4.7777 of 5 stars
$102.67
-0.6%
$123.67
+20.5%
+26.2%$12.32B$2.30B18.115,029
SF
Stifel Financial
4.9316 of 5 stars
$70.36
-0.4%
$88.58
+25.9%
-8.3%$10.62B$5.53B12.599,000
EVR
Evercore
4.9836 of 5 stars
$268.27
+1.1%
$375.67
+40.0%
-20.6%$10.38B$4.71B15.172,570
AMG
Affiliated Managers Group
4.1649 of 5 stars
$376.14
-1.2%
$386.50
+2.8%
+55.6%$9.72B$2.07B13.025,600

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This page (NYSE:ADX) was last updated on 10/15/2026 by MarketBeat.com Staff.
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