Adams Diversified Equity Fund (ADX) Competitors

$25.04 +0.02 (+0.08%)

Closing price 05/22/2026 03:58 PM Eastern

Extended Trading

$25.10 +0.06 (+0.24%)

As of 05/22/2026 06:30 PM Eastern

ADX vs. OBDC, DNP, FSK, PTY, and RVT

Should you buy Adams Diversified Equity Fund stock or one of its competitors? MarketBeat compares Adams Diversified Equity Fund with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Adams Diversified Equity Fund include Blue Owl Capital (OBDC), DNP Select Income Fund (DNP), FS KKR Capital (FSK), Pimco Corporate & Income Opportunity Fund (PTY), and Royce Small-Cap Trust (RVT). These companies are all part of the "financial services" industry.

How does Adams Diversified Equity Fund compare to Blue Owl Capital?

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

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Blue Owl Capital	$1.85B	2.95	$800.36M	$0.70	15.74
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A

Blue Owl Capital has a net margin of 20.21% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 9.76% beat Adams Diversified Equity Fund's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Blue Owl Capital	20.21%	9.76%	4.27%
Adams Diversified Equity Fund	N/A	N/A	N/A

Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 13.4%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.5%. Blue Owl Capital pays out 211.4% 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 raised its dividend for 2 consecutive years. Blue Owl Capital is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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

In the previous week, Blue Owl Capital had 7 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 8 mentions for Blue Owl Capital and 1 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 0.00 beat Blue Owl Capital's score of -0.02 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
Blue Owl Capital	2 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral
Adams Diversified Equity Fund	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Blue Owl Capital has a beta of 0.64, indicating that its stock price is 36% less 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.

Blue Owl Capital presently has a consensus target price of $13.00, indicating a potential upside of 18.02%. 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
Blue Owl Capital	0 Sell rating(s)	3 Hold rating(s)	4 Buy rating(s)	1 Strong Buy rating(s)	2.75
Adams Diversified Equity Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 12 of the 15 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to DNP Select Income Fund?

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

28.4% of Adams Diversified Equity Fund shares are held by institutional investors. Comparatively, 8.5% of DNP Select Income Fund shares are held by institutional investors. 0.1% of Adams Diversified Equity Fund shares are held by insiders. Comparatively, 0.0% of DNP Select Income Fund shares are held by 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.

Company	Net Margins	Return on Equity	Return on Assets
Adams Diversified Equity Fund	N/A	N/A	N/A
DNP Select Income Fund	N/A	N/A	N/A

Adams Diversified Equity Fund has a beta of 1.01, meaning that its stock price is 1% more volatile than the broader market. Comparatively, DNP Select Income Fund has a beta of 0.36, meaning that its stock price is 64% less volatile than the broader market.

Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.5%. DNP Select Income Fund pays an annual dividend of $0.78 per share and has a dividend yield of 7.2%.

In the previous week, Adams Diversified Equity Fund and Adams Diversified Equity Fund both had 1 articles in the media. DNP Select Income Fund's average media sentiment score of 0.75 beat Adams Diversified Equity Fund's score of 0.00 indicating that DNP Select Income Fund 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)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
DNP Select Income Fund	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A
DNP Select Income Fund	N/A	N/A	N/A	N/A	N/A

Summary

Adams Diversified Equity Fund beats DNP Select Income Fund on 4 of the 5 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to FS KKR Capital?

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

FS KKR Capital pays an annual dividend of $1.80 per share and has a dividend yield of 16.7%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.5%. FS KKR Capital pays out -91.4% of its earnings in the form of a dividend.

In the previous week, FS KKR Capital had 21 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 22 mentions for FS KKR Capital and 1 mentions for Adams Diversified Equity Fund. FS KKR Capital's average media sentiment score of 0.15 beat Adams Diversified Equity Fund's score of 0.00 indicating that FS KKR Capital is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
FS KKR Capital	1 Very Positive mention(s)	0 Positive mention(s)	20 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral
Adams Diversified Equity Fund	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FS KKR Capital	$1.52B	1.99	$11M	-$1.97	N/A
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A

FS KKR Capital presently has a consensus price target of $10.58, indicating a potential downside of 1.87%. Given FS KKR Capital's stronger consensus rating and higher possible upside, equities analysts plainly believe FS KKR Capital is more favorable than Adams Diversified Equity Fund.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
FS KKR Capital	1 Sell rating(s)	7 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.88
Adams Diversified Equity Fund	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

36.3% of FS KKR Capital shares are held by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are held by institutional investors. 0.2% of FS KKR Capital shares are held by insiders. Comparatively, 0.1% of Adams Diversified Equity Fund shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Adams Diversified Equity Fund has a net margin of 0.00% compared to FS KKR Capital's net margin of -38.65%. FS KKR Capital's return on equity of 4.34% beat Adams Diversified Equity Fund's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
FS KKR Capital	-38.65%	4.34%	1.85%
Adams Diversified Equity Fund	N/A	N/A	N/A

FS KKR Capital has a beta of 0.85, meaning that its share price is 15% less 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.

Summary

FS KKR Capital beats Adams Diversified Equity Fund on 11 of the 13 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Pimco Corporate & Income Opportunity Fund?

Pimco Corporate & Income Opportunity Fund (NYSE:PTY) 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 media sentiment, analyst recommendations, profitability, earnings, valuation, dividends, institutional ownership and risk.

Company	Net Margins	Return on Equity	Return on Assets
Pimco Corporate & Income Opportunity Fund	N/A	N/A	N/A
Adams Diversified Equity Fund	N/A	N/A	N/A

Pimco Corporate & Income Opportunity Fund pays an annual dividend of $1.43 per share and has a dividend yield of 12.1%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.5%.

10.3% of Pimco Corporate & Income Opportunity Fund shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 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 stock will outperform the market over the long term.

In the previous week, Adams Diversified Equity Fund had 1 more articles in the media than Pimco Corporate & Income Opportunity Fund. MarketBeat recorded 1 mentions for Adams Diversified Equity Fund and 0 mentions for Pimco Corporate & Income Opportunity Fund. Pimco Corporate & Income Opportunity Fund's average media sentiment score of 0.97 beat Adams Diversified Equity Fund's score of 0.00 indicating that Pimco Corporate & Income Opportunity Fund is being referred to more favorably in the media.

Company	Overall Sentiment
Pimco Corporate & Income Opportunity Fund	Positive
Adams Diversified Equity Fund	Neutral

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Pimco Corporate & Income Opportunity Fund	N/A	N/A	N/A	N/A	N/A
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A

Pimco Corporate & Income Opportunity Fund has a beta of 0.83, meaning that its share price is 17% less 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.

Summary

Adams Diversified Equity Fund beats Pimco Corporate & Income Opportunity Fund on 4 of the 6 factors compared between the two stocks.

How does Adams Diversified Equity Fund compare to Royce Small-Cap Trust?

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

Royce Small-Cap Trust pays an annual dividend of $1.42 per share and has a dividend yield of 7.8%. Adams Diversified Equity Fund pays an annual dividend of $1.87 per share and has a dividend yield of 7.5%.

25.6% of Royce Small-Cap Trust shares are owned by institutional investors. Comparatively, 28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. 0.1% of Royce Small-Cap Trust shares are owned by insiders. Comparatively, 0.1% 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Royce Small-Cap Trust	N/A	N/A	N/A	N/A	N/A
Adams Diversified Equity Fund	N/A	N/A	N/A	N/A	N/A

In the previous week, Royce Small-Cap Trust had 1 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 2 mentions for Royce Small-Cap Trust and 1 mentions for Adams Diversified Equity Fund. Royce Small-Cap Trust's average media sentiment score of 0.77 beat Adams Diversified Equity Fund's score of 0.00 indicating that Royce Small-Cap Trust is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Royce Small-Cap Trust	1 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Adams Diversified Equity Fund	0 Very Positive mention(s)	0 Positive mention(s)	1 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral

Royce Small-Cap Trust has a beta of 1.21, suggesting that its share price is 21% 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.

Company	Net Margins	Return on Equity	Return on Assets
Royce Small-Cap Trust	N/A	N/A	N/A
Adams Diversified Equity Fund	N/A	N/A	N/A

Summary

Royce Small-Cap Trust beats Adams Diversified Equity Fund on 4 of the 6 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.

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.

ADX vs. The Competition

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Metric	Adams Diversified Equity Fund	FIN Industry	Finance Sector	NYSE Exchange
Market Cap	$3.07B	$4.73B	$13.61B	$23.20B
Dividend Yield	7.47%	7.04%	5.82%	4.10%
P/E Ratio	N/A	0.02	23.98	30.65
Price / Sales	N/A	54.00	152.25	24.50
Price / Cash	N/A	5.38	20.15	25.12
Price / Book	N/A	4.41	2.15	4.74
Net Income	N/A	$388.27M	$1.13B	$1.07B
7 Day Performance	2.06%	1.20%	1.06%	2.36%
1 Month Performance	1.62%	-0.23%	-0.07%	1.58%
1 Year Performance	25.20%	14.99%	12.11%	28.42%

Adams Diversified Equity Fund Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
ADX Adams Diversified Equity Fund	N/A	$25.04 +0.1%	N/A	+25.2%	$3.07B	N/A	N/A	30
OBDC Blue Owl Capital	4.1005 of 5 stars	$10.98 -0.3%	$13.33 +21.5%	-23.2%	$5.44B	$1.85B	15.67	N/A
DNP DNP Select Income Fund	N/A	$10.65 +0.3%	N/A	+11.0%	$4.01B	$438.81M	N/A	590	Dividend Announcement
FSK FS KKR Capital	1.8145 of 5 stars	$10.76 +0.3%	$10.58 -1.6%	-48.5%	$3.01B	$1.52B	N/A	N/A
PTY Pimco Corporate & Income Opportunity Fund	N/A	$11.75 +0.1%	N/A	-13.5%	$2.50B	$257.54M	N/A	147,000

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This page (NYSE:ADX) was last updated on 5/26/2026 by MarketBeat.com Staff.

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Adams Diversified Equity Fund (ADX) Competitors

ADX vs. OBDC, DNP, FSK, PTY, and RVT

How does Adams Diversified Equity Fund compare to Blue Owl Capital?

Summary

How does Adams Diversified Equity Fund compare to DNP Select Income Fund?

Summary

How does Adams Diversified Equity Fund compare to FS KKR Capital?

Summary

How does Adams Diversified Equity Fund compare to Pimco Corporate & Income Opportunity Fund?

Summary

How does Adams Diversified Equity Fund compare to Royce Small-Cap Trust?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

ADX vs. The Competition

Adams Diversified Equity Fund Competitors List

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Stock Ideas and Recommendations

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Adams Diversified Equity Fund (ADX) Competitors

ADX vs. OBDC, DNP, FSK, PTY, and RVT

How does Adams Diversified Equity Fund compare to Blue Owl Capital?

Which has higher earnings & valuation, OBDC or ADX?

Is OBDC or ADX more profitable?

Is OBDC or ADX a better dividend stock?

Do insiders & institutionals believe in OBDC or ADX?

Does the media favor OBDC or ADX?

Which has more volatility and risk, OBDC or ADX?

Do analysts recommend OBDC or ADX?

Summary

How does Adams Diversified Equity Fund compare to DNP Select Income Fund?

Do insiders & institutionals believe in ADX or DNP?

Is ADX or DNP more profitable?

Which has more volatility & risk, ADX or DNP?

Is ADX or DNP a better dividend stock?

Does the media prefer ADX or DNP?

Which has stronger earnings & valuation, ADX or DNP?

Summary

How does Adams Diversified Equity Fund compare to FS KKR Capital?

Is FSK or ADX a better dividend stock?

Does the media refer more to FSK or ADX?

Which has higher valuation & earnings, FSK or ADX?

Do analysts rate FSK or ADX?

Do institutionals and insiders hold more shares of FSK or ADX?

Is FSK or ADX more profitable?

Which has more volatility and risk, FSK or ADX?

Summary

How does Adams Diversified Equity Fund compare to Pimco Corporate & Income Opportunity Fund?

Is PTY or ADX more profitable?

Is PTY or ADX a better dividend stock?

Do institutionals & insiders have more ownership in PTY or ADX?

Does the media favor PTY or ADX?

Which has higher earnings & valuation, PTY or ADX?

Which has more risk and volatility, PTY or ADX?

Summary

How does Adams Diversified Equity Fund compare to Royce Small-Cap Trust?

Is RVT or ADX a better dividend stock?

Do insiders and institutionals have more ownership in RVT or ADX?

Which has higher valuation & earnings, RVT or ADX?

Does the media favor RVT or ADX?

Which has more risk and volatility, RVT or ADX?

Is RVT or ADX more profitable?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

ADX vs. The Competition

Adams Diversified Equity Fund Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools