ADX Alternatives & Similar Mutual Funds

Adams Diversified Equity Fund, Inc. (ADX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ADX

ADX charges 0.59% annually. There are 166 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	ADX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	ADX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	ADX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	ADX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	ADX vs WBREOX

Best Risk-Adjusted Alternatives to ADX

ADX has a PortfoliosLab risk / return rank of 83. There are 26 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	ADX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	92	17.20B	Dec 2004	ADX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	ADX vs POGSX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	ADX vs GTLOX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	90	92.00B	Nov 2001	ADX vs VPMAX

Top Performing ADX Alternatives (YTD)

ADX is at 16.90% YTD. There are 17 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.55%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	26.55%	17.20B	Dec 2004	ADX vs VPCCX
IGIAX	Integrity ESG Growth & Income Fund	25.50%	—	Jan 1995	ADX vs IGIAX
POGRX	PRIMECAP Odyssey Growth Fund	25.47%	—	Nov 2004	ADX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.05%	—	Dec 2015	ADX vs RESGX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	22.83%	92.00B	Nov 2001	ADX vs VPMAX

Lowest Volatility Alternatives to ADX

ADX has 14.32% 1-year volatility. There are 336 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.24%	—	Mar 2021	ADX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	ADX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.24%	—	Jul 2012	ADX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.26%	—	Jul 2012	ADX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.71%	—	Aug 2018	ADX vs JEPIX

Lowest Drawdown Alternatives to ADX

ADX has a 1-year max drawdown of -10.16%. There are 284 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	ADX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	ADX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	ADX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	ADX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	ADX vs QUERX

Other Mutual Funds from Adams Funds

The 1 most viewed Adams Funds mutual funds shown here include PEO and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PEO	Adams Natural Resources Closed Fund	Energy Equities	54	24.93%	—	Jan 1929	ADX vs PEO

Often Compared With ADX

Investors most often compare ADX with SPY, GAM, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	65	10.67%	783.21B	Jan 1993	ADX vs SPY
GAM	General American Investors Company, Inc.		92	10.27%	—	—	ADX vs GAM
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	91	22.44%	98.55B	Oct 2011	ADX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.72%	1.70T	Sep 2010	ADX vs VOO
CET	Central Securities Corp.		81	4.64%	—	—	ADX vs CET
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	23	8.47%	—	Nov 2005	ADX vs SPXX
ARCC	Ares Capital Corporation		26	0.04%	—	—	ADX vs ARCC
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	41	6.96%	—	Feb 2007	ADX vs EXG
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	2.40%	—	Jun 2003	ADX vs JQC
FXAIX	Fidelity 500 Index Fund	S&P 500	69	11.32%	—	Feb 1988	ADX vs FXAIX
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	6	16.50%	—	Feb 2019	ADX vs PDX
STK	Columbia Seligman Premium Technology Growth Closed...	Technology Equities	91	39.32%	—	Nov 2009	ADX vs STK
RSG	Republic Services, Inc.		31	6.86%	—	—	ADX vs RSG
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	4	-0.90%	—	Nov 2006	ADX vs ETY
MPV	Barings Participation Investors		19	1.52%	—	—	ADX vs MPV
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	32	10.82%	—	Mar 2004	ADX vs CSQ
TY	Tri-Continental Corporation		90	9.37%	—	—	ADX vs TY
EOS	Eaton Vance Enhanced Equity Income Fund II	Derivative Income	3	-0.89%	—	Jan 2005	ADX vs EOS
REX	REX American Resources Corporation		92	42.64%	—	—	ADX vs REX
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	70	8.23%	10.67B	Aug 2022	ADX vs SPYI

Compare ADX with Any Fund or Stock

Compare ADX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair ADX with funds that move differently

Adams Diversified Equity Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADX.

Explore ADX Diversifiers

Adams Diversified Equity Fund, Inc. (ADX) Alternatives