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GE   106.30 (+0.22%)
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NYSE:ADX

Adams Diversified Equity Fund (ADX) Competitors

$16.20
+0.05 (+0.31%)
(As of 06/9/2023 ET)
Compare
Today's Range
$16.13
$16.26
50-Day Range
$15.35
$16.17
52-Week Range
$14.20
$17.45
Volume
123,372 shs
Average Volume
211,676 shs
Market Capitalization
$1.96 billion
P/E Ratio
N/A
Dividend Yield
6.60%
Price Target
N/A

ADX vs. NUV, PTY, HTGC, GAB, USA, GSBD, RVT, TY, STEW, and QQQX

Should you be buying Adams Diversified Equity Fund stock or one of its competitors? The main competitors of Adams Diversified Equity Fund include Nuveen Municipal Value Fund (NUV), PIMCO Corporate & Income Opportunity Fund (PTY), Hercules Capital (HTGC), The Gabelli Equity Trust (GAB), Liberty All-Star Equity Fund (USA), Goldman Sachs BDC (GSBD), Royce Value Trust (RVT), Tri-Continental (TY), SRH Total Return Fund (STEW), and Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX). These companies are all part of the "investment offices, not elsewhere classified" industry.

Adams Diversified Equity Fund vs.

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

Adams Diversified Equity Fund has a beta of 1.01, suggesting that its share price is 1% more volatile than the S&P 500. Comparatively, Nuveen Municipal Value Fund has a beta of 0.3, suggesting that its share price is 70% less volatile than the S&P 500.

In the previous week, Adams Diversified Equity Fund had 1 more articles in the media than Nuveen Municipal Value Fund. MarketBeat recorded 3 mentions for Adams Diversified Equity Fund and 2 mentions for Nuveen Municipal Value Fund. Nuveen Municipal Value Fund's average media sentiment score of 1.22 beat Adams Diversified Equity Fund's score of 0.48 indicating that Nuveen Municipal Value 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
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral
Nuveen Municipal Value Fund
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity Fund N/A N/A N/A
Nuveen Municipal Value Fund N/A N/A N/A

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)
N/A
Nuveen Municipal Value Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Adams Diversified Equity Fund pays an annual dividend of $1.07 per share and has a dividend yield of 6.6%. Nuveen Municipal Value Fund pays an annual dividend of $0.34 per share and has a dividend yield of 3.9%.

18.8% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 17.3% of Nuveen Municipal Value Fund shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 1.0% of Nuveen Municipal Value Fund shares are owned 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 received 15 more outperform votes than Nuveen Municipal Value Fund when rated by MarketBeat users. However, 65.83% of users gave Nuveen Municipal Value Fund an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%
Nuveen Municipal Value FundOutperform Votes
131
65.83%
Underperform Votes
68
34.17%

Summary

Adams Diversified Equity Fund beats Nuveen Municipal Value Fund on 5 of the 8 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.
Skip Chart

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.
Skip Chart

ADX vs. The Competition

MetricAdams Diversified Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$1.96B$5.78B$6.29B$15.08B
Dividend Yield6.66%6.94%10.06%3.87%
P/E RatioN/A0.87144.7519.94
Price / SalesN/A39.366,266.029.22
Price / CashN/A11.3633.1823.99
Price / BookN/A0.861.877.37
Net IncomeN/A$1.62M$656.62M$904.91M
7 Day Performance0.25%0.84%33.46%1.75%
1 Month Performance4.25%1.16%19.40%3.96%
1 Year Performance-0.74%-8.29%11.45%-4.83%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.82
+0.1%
N/A-3.4%$1.83BN/A0.00640Positive News
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$13.45
+2.0%
N/A-11.3%$1.82BN/A0.00147,000News Coverage
High Trading Volume
HTGC
Hercules Capital
1.4104 of 5 stars
$14.87
+0.7%
$14.71
-1.0%
+7.6%$2.12B$321.69M10.1190
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.63
+2.2%
N/A-17.3%$1.68BN/A0.00N/APositive News
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.13
+0.5%
N/A-12.4%$1.59B$-407,930,284.000.00N/A
GSBD
Goldman Sachs BDC
2.1515 of 5 stars
$13.53
+0.4%
$15.67
+15.8%
-24.1%$1.48B$357.45M33.00N/A
RVT
Royce Value Trust
0 of 5 stars
$13.50
+2.8%
N/A-13.3%$1.46BN/A0.00147,000Gap Down
TY
Tri-Continental
0 of 5 stars
$26.66
+0.8%
N/A-8.3%$1.44BN/A0.00N/ANews Coverage
Positive News
STEW
SRH Total Return Fund
0 of 5 stars
$12.85
+1.3%
N/A-2.2%$1.25B$66.50M0.00N/APositive News
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund
0 of 5 stars
$25.45
+0.2%
N/A+5.2%$1.23BN/A0.00N/ANews Coverage
Positive News

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This page (NYSE:ADX) was last updated on 6/9/2023 by MarketBeat.com Staff

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