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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$21.67 -0.08 (-0.37%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$21.64 -0.03 (-0.12%)
As of 07/11/2025 07:57 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 Polygon.io. Learn more.

ADX vs. OBDC, DNP, PTY, OXLC, GAB, NUV, RVT, 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 Blue Owl Capital (OBDC), DNP Select Income Fund (DNP), Pimco Corporate & Income Opportunity Fund (PTY), Oxford Lane Capital (OXLC), Gabelli Equity Trust (GAB), Nuveen Municipal Value Fund (NUV), Royce Small-Cap Trust (RVT), 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

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

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 42.8% of Blue Owl Capital shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by company insiders. Comparatively, 0.1% of Blue Owl Capital shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Adams Diversified Equity Fund pays an annual dividend of $3.33 per share and has a dividend yield of 15.4%. Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 10.1%. Blue Owl Capital pays out 95.5% 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 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
Blue Owl Capital$1.60B4.69$741.06M$1.559.46

Blue Owl Capital has a consensus target price of $15.64, indicating a potential upside of 6.70%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, 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
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
3 Strong Buy rating(s)
3.00

In the previous week, Blue Owl Capital had 5 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 8 mentions for Blue Owl Capital and 3 mentions for Adams Diversified Equity Fund. Blue Owl Capital's average media sentiment score of 1.66 beat Adams Diversified Equity Fund's score of 1.00 indicating that Blue Owl Capital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blue Owl Capital
7 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Blue Owl Capital has a net margin of 39.42% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 11.72% 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
Blue Owl Capital 39.42%11.72%4.99%

Adams Diversified Equity Fund has a beta of 1.02, indicating that its share price is 2% more volatile than the S&P 500. Comparatively, Blue Owl Capital has a beta of 0.72, indicating that its share price is 28% less volatile than the S&P 500.

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 12 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 FundFIN IndustryFinance SectorNYSE Exchange
Market Cap$2.56B$3.78B$12.07B$20.79B
Dividend Yield15.31%6.72%5.53%3.71%
P/E RatioN/AN/A20.0427.89
Price / SalesN/A18.9025.5142.50
Price / CashN/A18.2521.6422.63
Price / BookN/A1.172.284.57
Net IncomeN/A$158.51M$992.82M$988.81M
7 Day Performance-1.05%-0.53%-0.23%0.20%
1 Month Performance3.78%1.22%2.76%3.93%
1 Year Performance-1.97%0.56%536.06%10.27%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$21.67
-0.4%
N/A-2.3%$2.56BN/A0.0030Positive News
Upcoming Earnings
OBDC
Blue Owl Capital
2.7754 of 5 stars
$14.44
-1.3%
$15.64
+8.3%
-5.2%$7.48B$1.60B9.32N/APositive News
DNP
DNP Select Income Fund
N/A$9.73
-0.4%
N/A+14.7%$3.62BN/A0.00590
PTY
Pimco Corporate & Income Opportunity Fund
N/A$13.91
+0.1%
N/A-3.8%$2.52BN/A0.00147,000News Coverage
Positive News
OXLC
Oxford Lane Capital
2.5113 of 5 stars
$4.16
-1.2%
N/A-26.4%$1.89B$57.31M5.01601Positive News
GAB
Gabelli Equity Trust
N/A$5.86
-1.2%
N/A+11.3%$1.82BN/A0.00N/APositive News
NUV
Nuveen Municipal Value Fund
N/A$8.71
-0.3%
N/A-0.1%$1.81BN/A0.00640
RVT
Royce Small-Cap Trust
N/A$15.31
-1.4%
N/A+3.2%$1.79BN/A0.0050Positive News
STEW
SRH Total Return Fund
N/A$17.60
-1.3%
N/A+18.3%$1.72BN/A0.00N/APositive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.13
-0.4%
N/A-9.2%$1.63B$197.67M0.00147,000Positive News
CET
Central Securities
N/A$47.94
-0.7%
N/A+8.4%$1.39B$296.20M0.006Positive News

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This page (NYSE:ADX) was last updated on 7/12/2025 by MarketBeat.com Staff
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