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Adams Diversified Equity Fund (ADX) Competitors

$20.44
+0.35 (+1.74%)
(As of 05/31/2024 ET)

ADX vs. IBB, HTGC, DNP, PTY, USA, NUV, GSBD, TY, GAB, and RVT

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

Adams Diversified Equity Fund vs.

iShares Biotechnology ETF (NASDAQ:IBB) and Adams Diversified Equity Fund (NYSE:ADX) are both mid-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, media sentiment, dividends, valuation, community ranking, analyst recommendations, risk and earnings.

62.5% of iShares Biotechnology ETF 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 insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

iShares Biotechnology ETF pays an annual dividend of $0.40 per share and has a dividend yield of 0.3%. Adams Diversified Equity Fund pays an annual dividend of $1.30 per share and has a dividend yield of 6.4%.

In the previous week, Adams Diversified Equity Fund had 1 more articles in the media than iShares Biotechnology ETF. MarketBeat recorded 4 mentions for Adams Diversified Equity Fund and 3 mentions for iShares Biotechnology ETF. Adams Diversified Equity Fund's average media sentiment score of 0.80 beat iShares Biotechnology ETF's score of 0.18 indicating that iShares Biotechnology ETF is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
iShares Biotechnology ETF
0 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Adams Diversified Equity Fund
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
iShares Biotechnology ETFN/AN/AN/AN/AN/A
Adams Diversified Equity FundN/AN/AN/AN/AN/A

Given Adams Diversified Equity Fund's higher possible upside, equities research analysts clearly believe iShares Biotechnology ETF is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
iShares Biotechnology ETF
0 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.56
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A

Company Net Margins Return on Equity Return on Assets
iShares Biotechnology ETFN/A N/A N/A
Adams Diversified Equity Fund N/A N/A N/A

iShares Biotechnology ETF has a beta of 0.84, meaning that its stock price is 16% less volatile than the S&P 500. Comparatively, Adams Diversified Equity Fund has a beta of 1, meaning that its stock price has a similar volatility profile to the S&P 500.

iShares Biotechnology ETF received 13 more outperform votes than Adams Diversified Equity Fund when rated by MarketBeat users. Likewise, 67.09% of users gave iShares Biotechnology ETF an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
iShares Biotechnology ETFOutperform Votes
159
67.09%
Underperform Votes
78
32.91%
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%

Summary

iShares Biotechnology ETF beats Adams Diversified Equity Fund on 6 of the 10 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$2.53B$7.15B$9.57B$17.81B
Dividend Yield6.47%6.29%6.16%3.54%
P/E RatioN/A0.4544.7322.43
Price / SalesN/A17.01182.2410.50
Price / CashN/A7.8216.6918.95
Price / BookN/A1.003.285.90
Net IncomeN/A$73.96M$1.01B$976.46M
7 Day Performance-1.40%-0.54%0.37%0.62%
1 Month Performance8.49%1.76%3.00%4.79%
1 Year Performance28.39%5.38%17.15%24.00%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IBB
iShares Biotechnology ETF
0 of 5 stars
$132.51
-1.2%
N/A+6.0%$6.94BN/A0.00N/APositive News
HTGC
Hercules Capital
1.2555 of 5 stars
$19.35
-0.3%
$18.56
-4.1%
+36.4%$3.14B$460.67M8.80100Positive News
DNP
DNP Select Income Fund
0 of 5 stars
$8.52
-1.4%
N/A-14.4%$3.02BN/A0.00N/AShort Interest ↓
News Coverage
High Trading Volume
PTY
PIMCO Corporate & Income Opportunity Fund
0 of 5 stars
$14.30
-0.1%
N/A+12.7%$2.19BN/A0.00147,000Short Interest ↑
Negative News
USA
Liberty All-Star Equity Fund
0 of 5 stars
$6.66
-1.2%
N/A+12.4%$1.80BN/A0.00N/AShort Interest ↓
NUV
Nuveen Municipal Value Fund
0 of 5 stars
$8.39
-0.2%
N/A-4.1%$1.74B$55.79M0.00640Short Interest ↓
News Coverage
Positive News
GSBD
Goldman Sachs BDC
0.2055 of 5 stars
$15.17
-0.1%
$14.00
-7.7%
+16.9%$1.70B$454.91M7.90N/AAnalyst Downgrade
TY
Tri-Continental
0 of 5 stars
$30.33
-0.8%
N/A+18.4%$1.64BN/A0.00N/A
GAB
The Gabelli Equity Trust
0 of 5 stars
$5.39
-2.0%
N/A+2.1%$1.63BN/A0.00N/AShort Interest ↑
Negative News
RVT
Royce Value Trust
0 of 5 stars
$14.55
-2.3%
N/A+17.9%$1.62B$73.91M0.00147,000Short Interest ↑
News Coverage

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This page (NYSE:ADX) was last updated on 6/1/2024 by MarketBeat.com Staff

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