Adams Diversified Equity Fund (ADX) Competitors

$18.73
-0.10 (-0.53%)
(As of 04/25/2024 ET)

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

Adams Diversified Equity Fund vs.

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 contrast the two businesses based on the strength of their analyst recommendations, risk, community ranking, valuation, profitability, earnings, institutional ownership, dividends and media sentiment.

PIMCO Corporate & Income Opportunity Fund has a beta of 0.97, meaning that its share price is 3% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.01, meaning that its share price is 1% more volatile than the S&P 500.

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

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

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PIMCO Corporate & Income Opportunity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Adams Diversified Equity Fund received 22 more outperform votes than PIMCO Corporate & Income Opportunity Fund when rated by MarketBeat users. However, 64.92% of users gave PIMCO Corporate & Income Opportunity Fund an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
PIMCO Corporate & Income Opportunity FundOutperform Votes
124
64.92%
Underperform Votes
67
35.08%
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%

10.3% of PIMCO Corporate & Income Opportunity Fund 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 will outperform the market over the long term.

In the previous week, Adams Diversified Equity Fund had 5 more articles in the media than PIMCO Corporate & Income Opportunity Fund. MarketBeat recorded 6 mentions for Adams Diversified Equity Fund and 1 mentions for PIMCO Corporate & Income Opportunity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.36 beat PIMCO Corporate & Income Opportunity Fund's score of 0.47 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 10.3%. Adams Diversified Equity Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.9%. Adams Diversified Equity Fund has increased its dividend for 1 consecutive years.

Summary

Adams Diversified Equity Fund beats PIMCO Corporate & Income Opportunity Fund on 6 of the 9 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$2.32B$6.90B$8.41B$17.44B
Dividend Yield6.91%6.37%10.49%3.53%
P/E RatioN/A0.5159.5121.98
Price / SalesN/A15.403,573.5310.32
Price / CashN/A7.7527.8417.77
Price / BookN/A0.972.364.86
Net IncomeN/A$73.96M$1.01B$964.96M
7 Day Performance1.79%0.44%0.78%1.22%
1 Month Performance-3.23%-2.45%-1.36%-2.16%
1 Year Performance22.02%2.79%14.04%103.12%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$13.94
+1.0%
N/A+7.6%$2.13BN/A0.00147,000Short Interest ↑
Positive News
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.73
+1.4%
N/A+12.5%$1.80B$400.78M0.00N/AShort Interest ↑
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.53
+0.5%
N/A-3.7%$1.77BN/A0.00640Short Interest ↓
GSBD
Goldman Sachs BDC
1.0715 of 5 stars
$15.52
+0.1%
$15.00
-3.3%
+13.2%$1.74B$454.91M8.62N/AShort Interest ↓
TY
Tri-Continental
0 of 5 stars
$29.96
+1.3%
N/A+11.8%$1.62BN/A0.00N/A
HTGC
Hercules Capital
0.9992 of 5 stars
$18.86
+0.9%
$18.00
-4.6%
+45.9%$3.06B$460.67M8.16100Upcoming Earnings
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.30
flat
N/A-6.3%$1.60BN/A0.00N/AShort Interest ↓
RVT
Royce Value Trust
0 of 5 stars
$14.23
+1.2%
N/A+10.9%$1.59BN/A0.00147,000Short Interest ↓
News Coverage
DNP
DNP Select Income Fund
0 of 5 stars
$8.83
+0.1%
N/A-16.0%$3.13B$-176,871,187.000.00N/AShort Interest ↑
News Coverage
STEW
SRH Total Return Fund
0 of 5 stars
$14.45
+0.3%
N/A+14.2%$1.40BN/A0.00N/APositive News

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This page (NYSE:ADX) was last updated on 4/26/2024 by MarketBeat.com Staff

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