Adams Diversified Equity Fund, Inc. (ADX) belongs to the Large Cap Growth 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 84 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | ADX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | ADX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ADX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | ADX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | ADX vs TILIX |
Best Risk-Adjusted Alternatives to ADX
ADX has a PortfoliosLab risk / return rank of 77. There are 29 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | ADX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | ADX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | ADX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | ADX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | ADX vs FOCPX |
Top Performing ADX Alternatives (YTD)
ADX is at 14.31% YTD. There are 89 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | ADX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | ADX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | ADX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | ADX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | ADX vs FOCKX |
Lowest Volatility Alternatives to ADX
ADX has 13.79% 1-year volatility. There are 89 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | ADX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | ADX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | ADX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | ADX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | ADX vs AWYIX |
Lowest Drawdown Alternatives to ADX
ADX has a 1-year max drawdown of -10.16%. There are 41 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | ADX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | ADX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ADX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | ADX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ADX vs AQEIX |
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 | 63 | 24.50% | — | 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.
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