Adams Diversified Equity Fund (ADX) Competitors

$18.91
-0.14 (-0.73%)
(As of 04/30/2024 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.

Adams Diversified Equity Fund (NYSE:ADX) and PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) are both mid-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, media sentiment, community ranking, risk, earnings, institutional ownership, analyst recommendations, valuation and profitability.

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 10.3% of PIMCO Corporate & Income Opportunity Fund shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
PIMCO Corporate & Income Opportunity FundN/AN/AN/AN/AN/A

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

Adams Diversified Equity Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.9%. PIMCO Corporate & Income Opportunity Fund pays an annual dividend of $1.43 per share and has a dividend yield of 10.0%.

In the previous week, Adams Diversified Equity Fund had 2 more articles in the media than PIMCO Corporate & Income Opportunity Fund. MarketBeat recorded 3 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 0.15 beat PIMCO Corporate & Income Opportunity Fund's score of -0.50 indicating that Adams Diversified Equity Fund is being referred to more favorably in the media.

Summary

Adams Diversified Equity Fund beats PIMCO Corporate & Income Opportunity Fund on 6 of the 8 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 FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$2.35B$6.99B$8.42B$17.29B
Dividend Yield6.85%6.39%6.15%3.54%
P/E RatioN/A0.5357.1524.98
Price / SalesN/A15.003,644.7610.34
Price / CashN/A7.7527.5015.39
Price / BookN/A0.982.384.97
Net IncomeN/A$73.96M$1.00B$963.64M
7 Day Performance0.53%-0.20%-0.96%-1.01%
1 Month Performance-3.13%-2.69%-3.28%-4.85%
1 Year Performance20.14%1.56%11.02%93.45%

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+9.4%$2.13BN/A0.00147,000Short Interest ↑
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.73
+1.4%
N/A+10.3%$1.80B$400.78M0.00N/A
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.53
+0.5%
N/A-3.8%$1.77BN/A0.00640Positive News
GSBD
Goldman Sachs BDC
1.0368 of 5 stars
$15.52
+0.1%
$15.00
-3.3%
+11.8%$1.74B$454.91M8.62N/AUpcoming Earnings
Short Interest ↓
TY
Tri-Continental
0 of 5 stars
$29.96
+1.3%
N/A+10.2%$1.62BN/A0.00N/A
HTGC
Hercules Capital
0.8645 of 5 stars
$18.86
+0.9%
$18.00
-4.6%
+44.4%$3.06B$460.67M8.16100Upcoming Earnings
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.30
flat
N/A-6.4%$1.60BN/A0.00N/ANews Coverage
RVT
Royce Value Trust
0 of 5 stars
$14.23
+1.2%
N/A+8.8%$1.59BN/A0.00147,000Positive News
DNP
DNP Select Income Fund
0 of 5 stars
$8.83
+0.1%
N/A-19.9%$3.13B$-176,871,187.000.00N/AShort Interest ↑
STEW
SRH Total Return Fund
0 of 5 stars
$14.45
+0.3%
N/A+11.2%$1.40BN/A0.00N/ANews Coverage
Positive News

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This page (NYSE:ADX) was last updated on 5/1/2024 by MarketBeat.com Staff

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