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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | ADX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | ADX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | ADX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | ADX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | ADX vs VIIIX |
Best Risk-Adjusted Alternatives to ADX
ADX has a PortfoliosLab risk / return rank of 53. There are 135 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | ADX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | ADX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | ADX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | ADX vs GTLOX | |
| Manor Investment Funds Manor Fund | 89 | — | Sep 1995 | ADX vs MNRMX |
Top Performing ADX Alternatives (YTD)
ADX is at 10.74% YTD. There are 59 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | ADX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | ADX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | ADX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | ADX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | ADX vs ALSMX |
Lowest Volatility Alternatives to ADX
ADX has 14.40% 1-year volatility. There are 338 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | ADX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | ADX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | ADX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | ADX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | ADX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | ADX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | ADX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | ADX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | ADX vs AUEIX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Adams Natural Resources Closed Fund | Energy Equities | 28 | 17.27% | — | Jan 1929 | ADX vs PEO |
Often Compared With ADX
Investors most often compare ADX with SPY, GAM, SCHD. These 19 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare ADX with Any Fund or Stock
Compare ADX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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