NYSE:ADX

Adams Diversified Equity Fund Competitors

$18.96
+0.11 (+0.58 %)
(As of 04/9/2021 12:00 AM ET)
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Today's Range
$18.80
Now: $18.96
$18.99
50-Day Range
$17.37
MA: $18.02
$18.85
52-Week Range
$13.13
Now: $18.96
$18.99
Volume150,027 shs
Average Volume198,781 shs
Market Capitalization$2.10 billion
P/E RatioN/A
Dividend Yield5.46%
Beta1.06

Competitors

Adams Diversified Equity Fund (NYSE:ADX) Vs. DNP, NUV, GSBD, PTY, HTGC, and RVT

Should you be buying ADX stock or one of its competitors? Companies in the industry of "investment offices, not elsewhere classified" are considered alternatives and competitors to Adams Diversified Equity Fund, including DNP Select Income Fund (DNP), Nuveen Municipal Value Fund (NUV), Goldman Sachs BDC (GSBD), PIMCO Corporate & Income Opportunity Fund (PTY), Hercules Capital (HTGC), and Royce Value Trust (RVT).

DNP Select Income Fund (NYSE:DNP) 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, profitability, valuation, institutional ownership, dividends, risk and earnings.

Valuation and Earnings

This table compares DNP Select Income Fund and Adams Diversified Equity Fund's gross revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DNP Select Income FundN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Dividends

DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.8%. Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. DNP Select Income Fund has raised its dividend for 1 consecutive years and Adams Diversified Equity Fund has raised its dividend for 1 consecutive years.

Analyst Recommendations

This is a breakdown of current recommendations for DNP Select Income Fund and Adams Diversified Equity Fund, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
DNP Select Income Fund0000N/A
Adams Diversified Equity Fund0000N/A

Risk & Volatility

DNP Select Income Fund has a beta of 0.52, suggesting that its share price is 48% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.06, suggesting that its share price is 6% more volatile than the S&P 500.

Profitability

This table compares DNP Select Income Fund and Adams Diversified Equity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
DNP Select Income FundN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/A

Insider & Institutional Ownership

5.7% of DNP Select Income Fund shares are owned by institutional investors. Comparatively, 14.9% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of DNP Select Income Fund shares are owned by insiders. Comparatively, 0.2% of Adams Diversified Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Adams Diversified Equity Fund beats DNP Select Income Fund on 3 of the 4 factors compared between the two stocks.

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

Volatility & Risk

Nuveen Municipal Value Fund has a beta of 0.17, indicating that its stock price is 83% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Valuation & Earnings

This table compares Nuveen Municipal Value Fund and Adams Diversified Equity Fund's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen Municipal Value FundN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Analyst Ratings

This is a breakdown of current ratings for Nuveen Municipal Value Fund and Adams Diversified Equity Fund, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Nuveen Municipal Value Fund0000N/A
Adams Diversified Equity Fund0000N/A

Profitability

This table compares Nuveen Municipal Value Fund and Adams Diversified Equity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Nuveen Municipal Value FundN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/A

Dividends

Nuveen Municipal Value Fund pays an annual dividend of $0.37 per share and has a dividend yield of 3.3%. Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. Nuveen Municipal Value Fund has raised its dividend for 1 consecutive years and Adams Diversified Equity Fund has raised its dividend for 1 consecutive years.

Insider & Institutional Ownership

12.7% of Nuveen Municipal Value Fund shares are held by institutional investors. Comparatively, 14.9% of Adams Diversified Equity Fund shares are held by institutional investors. 1.0% of Nuveen Municipal Value Fund shares are held by insiders. Comparatively, 0.2% 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 stock is poised for long-term growth.

Summary

Adams Diversified Equity Fund beats Nuveen Municipal Value Fund on 3 of the 4 factors compared between the two stocks.

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

Volatility & Risk

Goldman Sachs BDC has a beta of 1.42, indicating that its stock price is 42% more volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Valuation & Earnings

This table compares Goldman Sachs BDC and Adams Diversified Equity Fund's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Goldman Sachs BDC$147.26 million14.16$36.15 million$1.9810.36
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Goldman Sachs BDC has higher revenue and earnings than Adams Diversified Equity Fund.

Analyst Ratings

This is a breakdown of current ratings for Goldman Sachs BDC and Adams Diversified Equity Fund, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Goldman Sachs BDC02102.33
Adams Diversified Equity Fund0000N/A

Goldman Sachs BDC presently has a consensus price target of $15.9167, suggesting a potential downside of 22.43%. Given Goldman Sachs BDC's higher probable upside, equities analysts clearly believe Goldman Sachs BDC is more favorable than Adams Diversified Equity Fund.

Profitability

This table compares Goldman Sachs BDC and Adams Diversified Equity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Goldman Sachs BDC9.56%11.79%4.83%
Adams Diversified Equity FundN/AN/AN/A

Dividends

Goldman Sachs BDC pays an annual dividend of $1.80 per share and has a dividend yield of 8.8%. Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. Goldman Sachs BDC pays out 90.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Goldman Sachs BDC has raised its dividend for 1 consecutive years and Adams Diversified Equity Fund has raised its dividend for 1 consecutive years.

Insider & Institutional Ownership

13.8% of Goldman Sachs BDC shares are held by institutional investors. Comparatively, 14.9% of Adams Diversified Equity Fund shares are held by institutional investors. 0.3% of Goldman Sachs BDC shares are held by insiders. Comparatively, 0.2% 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 stock is poised for long-term growth.

Summary

Goldman Sachs BDC beats Adams Diversified Equity Fund on 9 of the 11 factors compared between the two stocks.

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

Dividends

PIMCO Corporate & Income Opportunity Fund pays an annual dividend of $1.56 per share and has a dividend yield of 8.4%. Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. PIMCO Corporate & Income Opportunity Fund has raised its dividend for 1 consecutive years and Adams Diversified Equity Fund has raised its dividend for 1 consecutive years.

Insider & Institutional Ownership

6.9% of PIMCO Corporate & Income Opportunity Fund shares are held by institutional investors. Comparatively, 14.9% of Adams Diversified Equity Fund shares are held by institutional investors. 0.2% 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 stock is poised for long-term growth.

Analyst Ratings

This is a breakdown of current ratings for PIMCO Corporate & Income Opportunity Fund and Adams Diversified Equity Fund, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
PIMCO Corporate & Income Opportunity Fund0000N/A
Adams Diversified Equity Fund0000N/A

Volatility & Risk

PIMCO Corporate & Income Opportunity Fund has a beta of 0.76, indicating that its stock price is 24% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Profitability

This table compares PIMCO Corporate & Income Opportunity Fund and Adams Diversified Equity Fund's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
PIMCO Corporate & Income Opportunity FundN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/A

Valuation & Earnings

This table compares PIMCO Corporate & Income Opportunity Fund and Adams Diversified Equity Fund's revenue, earnings per share (EPS) and valuation.

Gross 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

Summary

Adams Diversified Equity Fund beats PIMCO Corporate & Income Opportunity Fund on 3 of the 4 factors compared between the two stocks.

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

Dividends

Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. Hercules Capital pays an annual dividend of $1.28 per share and has a dividend yield of 7.6%. Hercules Capital pays out 90.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Adams Diversified Equity Fund has raised its dividend for 1 consecutive years and Hercules Capital has raised its dividend for 1 consecutive years.

Insider & Institutional Ownership

14.9% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 28.9% of Hercules Capital shares are owned by institutional investors. 0.2% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 3.3% of Hercules Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of current ratings and target prices for Adams Diversified Equity Fund and Hercules Capital, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Adams Diversified Equity Fund0000N/A
Hercules Capital00803.00

Hercules Capital has a consensus target price of $13.8438, suggesting a potential downside of 18.13%. Given Hercules Capital's higher possible upside, analysts clearly believe Hercules Capital is more favorable than Adams Diversified Equity Fund.

Volatility & Risk

Adams Diversified Equity Fund has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500. Comparatively, Hercules Capital has a beta of 1.57, meaning that its stock price is 57% more volatile than the S&P 500.

Profitability

This table compares Adams Diversified Equity Fund and Hercules Capital's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Adams Diversified Equity FundN/AN/AN/A
Hercules Capital42.72%13.58%6.31%

Earnings and Valuation

This table compares Adams Diversified Equity Fund and Hercules Capital's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
Hercules Capital$267.87 million7.29$173.60 million$1.4111.99

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

Summary

Hercules Capital beats Adams Diversified Equity Fund on 10 of the 11 factors compared between the two stocks.

Adams Diversified Equity Fund (NYSE:ADX) and Royce Value Trust (NYSE:RVT) are both finance companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, profitability, valuation, dividends and risk.

Dividends

Adams Diversified Equity Fund pays an annual dividend of $1.03 per share and has a dividend yield of 5.4%. Royce Value Trust pays an annual dividend of $1.02 per share and has a dividend yield of 5.5%. Adams Diversified Equity Fund has raised its dividend for 1 consecutive years.

Insider & Institutional Ownership

14.9% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 24.6% of Royce Value Trust shares are owned by institutional investors. 0.2% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 0.5% of Royce Value Trust shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of current ratings and target prices for Adams Diversified Equity Fund and Royce Value Trust, as reported by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Adams Diversified Equity Fund0000N/A
Royce Value Trust0000N/A

Volatility & Risk

Adams Diversified Equity Fund has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500. Comparatively, Royce Value Trust has a beta of 1.51, meaning that its stock price is 51% more volatile than the S&P 500.

Profitability

This table compares Adams Diversified Equity Fund and Royce Value Trust's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Adams Diversified Equity FundN/AN/AN/A
Royce Value TrustN/AN/AN/A

Earnings and Valuation

This table compares Adams Diversified Equity Fund and Royce Value Trust's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
Royce Value TrustN/AN/AN/AN/AN/A

Summary

Royce Value Trust beats Adams Diversified Equity Fund on 4 of the 5 factors compared between the two stocks.


Adams Diversified Equity Fund Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
DNP Select Income Fund logo
DNP
DNP Select Income Fund
1.2$9.95+0.1%$3.08 billionN/A0.00
NUV
Nuveen Municipal Value Fund
0.7$11.25+0.4%$2.33 billionN/A0.00Dividend Announcement
Goldman Sachs BDC logo
GSBD
Goldman Sachs BDC
1.4$20.52+1.2%$2.08 billion$147.26 million68.40News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
0.8$18.67+0.1%$1.98 billionN/A0.00Dividend Announcement
Hercules Capital logo
HTGC
Hercules Capital
1.5$16.91+0.3%$1.95 billion$267.87 million15.66
RVT
Royce Value Trust
1.0$18.59+0.4%$1.84 billionN/A0.00
GAB
The Gabelli Equity Trust
0.8$6.99+0.3%$1.83 billionN/A0.00
Tri-Continental logo
TY
Tri-Continental
0.9$33.46+0.7%$1.79 billionN/A0.00
Liberty All-Star Equity Fund logo
USA
Liberty All-Star Equity Fund
1.2$7.92+1.1%$1.69 billionN/A0.00
Liberty All-Star Equity Fund logo
USA
Liberty All-Star Equity Fund
0.9$7.92+1.1%$1.69 billionN/A0.00
Tortoise Energy Infrastructure logo
TYG
Tortoise Energy Infrastructure
0.7$25.27+0.4%$1.36 billionN/A0.00News Coverage
BIF
Boulder Growth & Income Fund
0.8$13.10+1.5%$1.29 billionN/A0.00High Trading Volume
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0.3$28.22+0.0%$1.17 billionN/A0.00
AWF
AllianceBernstein Global High Income Fund
0.8$11.94+0.2%$1.03 billionN/A0.00Insider Selling
News Coverage
HQH
Tekla Healthcare Investors
0.8$24.10+0.2%$1.02 billionN/A0.00
GAM
General American Investors
0.8$41.35+0.9%$1.02 billionN/A0.00News Coverage
MYI
BlackRock MuniYield Quality Fund III
0.8$14.30+0.3%$974.55 millionN/A0.00Dividend Announcement
Apollo Investment logo
AINV
Apollo Investment
1.2$14.37+0.8%$937.77 million$276.92 million-8.66News Coverage
PHK
PIMCO High Income Fund
0.9$6.96+0.9%$919.51 millionN/A0.00Dividend Announcement
News Coverage
VMO
Invesco Municipal Opportunity Trust
0.9$13.23+0.2%$891.83 millionN/A0.00Dividend Announcement
SLR Investment logo
SLRC
SLR Investment
1.9$18.96+0.3%$801.25 million$154.71 million-158.00
TDF
Templeton Dragon Fund
1.0$23.26+1.5%$786.28 millionN/A0.00
VGM
Invesco Trust for Investment Grade Municipals
1.0$13.70+0.2%$742.61 millionN/A0.00Dividend Announcement
BTO
John Hancock Financial Opportunities Fund
1.2$39.11+1.3%$733.35 millionN/A0.00
GIM
Templeton Global Income Fund
1.1$5.42+0.6%$727.06 millionN/A0.00Dividend Cut
VKQ
Invesco Municipal Trust
0.8$13.14+0.1%$726.91 millionN/A0.00Dividend Announcement
MYD
BlackRock MuniYield Fund
0.9$14.65+0.0%$687.38 millionN/A0.00Dividend Announcement
Invesco California Value Municipal Income Trust logo
VCV
Invesco California Value Municipal Income Trust
0.8$12.97+0.5%$620.87 millionN/A0.00Dividend Announcement
MUC
BlackRock MuniHoldings California Quality Fund
0.3$15.04+0.4%$616.67 millionN/A0.00Dividend Announcement
MVF
BlackRock MuniVest Fund
0.3$9.40+0.2%$609.50 millionN/A0.00Dividend Announcement
IFN
The India Fund
0.8$21.40+0.7%$575.87 millionN/A0.00
MMU
Western Asset Managed Municipals Fund
0.9$13.21+0.1%$572.89 millionN/A0.00
EVN
Eaton Vance Municipal Income Trust
0.8$13.83+0.3%$548.60 millionN/A0.00Dividend Announcement
MUA
BlackRock MuniAssets Fund
0.9$15.08+0.3%$547.48 millionN/A0.00Dividend Announcement
MFL
BlackRock MuniHoldings Investment Quality Fund
0.7$14.37+0.3%$544.57 millionN/A0.00Dividend Announcement
LEO
BNY Mellon Strategic Municipals
0.7$8.73+0.0%$543.01 millionN/A0.00
NQP
Nuveen Pennsylvania Quality Municipal Income Fund
0.8$14.43+0.1%$539.44 millionN/A0.00Dividend Announcement
BlackRock MuniYield New York Quality Fund logo
MYN
BlackRock MuniYield New York Quality Fund
0.9$13.60+0.1%$538.38 millionN/A0.00Dividend Announcement
News Coverage
DSU
BlackRock Debt Strategies Fund
0.8$11.13+0.6%$521.08 millionN/A0.00Dividend Announcement
MCA
BlackRock MuniYield California Quality Fund
0.8$14.87+0.2%$511.62 millionN/A0.00Dividend Announcement
RMT
Royce Micro-Cap Trust
1.2$11.77+0.2%$507.28 millionN/A0.00
BBH
VanEck Vectors Biotech ETF
0.5$176.92+0.4%$499.27 millionN/A0.00
DSM
BNY Mellon Strategic Municipal Bond Fund
0.9$8.02+0.7%$498.92 millionN/A0.00
PPT
Putnam Premier Income Trust
0.8$4.74+0.0%$489.26 millionN/A0.00
MQY
BlackRock MuniYield Quality Fund
0.8$15.91+0.6%$488.68 millionN/A0.00
KTF
DWS Municipal Income Trust
0.8$11.78+0.3%$465.32 millionN/A0.00Dividend Announcement
News Coverage
PMO
Putnam Municipal Opportunities Trust
0.8$13.63+0.1%$464.92 millionN/A0.00
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
0.8$15.05+0.1%$452.81 millionN/A0.00Dividend Announcement
MIY
BlackRock MuniYield Michigan Quality Fund
0.9$15.22+0.3%$449.14 millionN/A0.00Dividend Announcement
ZTR
Virtus Total Return Fund
0.8$9.42+0.3%$446.28 millionN/A0.00
This page was last updated on 4/11/2021 by MarketBeat.com Staff
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