Adams Diversified Equity Fund, Inc. (ADX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to ADX

ADX charges 0.59% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among ADX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	ADX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	ADX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	ADX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	ADX vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	Nov 13, 2000	ADX vs VIGAX

Best Risk-Adjusted Alternatives to ADX

Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ONERX	One Rock Fund	87	Mar 6, 2020	ADX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	ADX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	ADX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	ADX vs VTMGX
CHASX	Chase Growth Fund	78	Dec 2, 1997	ADX vs CHASX

Top Performing ADX Alternatives (YTD)

ADX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	ADX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	ADX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	ADX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	ADX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	ADX vs AMRGX

Lowest Volatility Alternatives to ADX

ADX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	ADX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	ADX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	ADX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	ADX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	ADX vs PROVX

Lowest Drawdown Alternatives to ADX

ADX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	ADX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	ADX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	ADX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	ADX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	ADX vs BBLIX

Other Mutual Funds from Adams Funds

Most popular Adams Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PEO	Adams Natural Resources Closed Fund	Energy Equities	78	30.48%	Jan 30, 1929	ADX vs PEO

Often Compared With ADX

What investors most often compare with ADX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	ADX vs SPY
GAM	General American Investors Company, Inc.		89	-0.44%	—	ADX vs GAM
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	ADX vs SCHD
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	ADX vs VOO
CET	Central Securities Corp.		76	-2.07%	—	ADX vs CET
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	9	-9.14%	Nov 23, 2005	ADX vs SPXX
ARCC	Ares Capital Corporation		21	-8.49%	—	ADX vs ARCC
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	48	-7.20%	Feb 27, 2007	ADX vs EXG
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	ADX vs FXAIX
RSG	Republic Services, Inc.		25	3.65%	—	ADX vs RSG
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	9	0.13%	Jun 26, 2003	ADX vs JQC
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	22	19.83%	Feb 1, 2019	ADX vs PDX
DGRW	WisdomTree U.S. Dividend Growth Fund	Large Cap Growth Equities, Dividend	49	-1.50%	May 22, 2013	ADX vs DGRW
MPV	Barings Participation Investors		48	7.87%	—	ADX vs MPV
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	12	-8.28%	Nov 27, 2006	ADX vs ETY
LCS.TO	Brompton Lifeco Split Corp.		75	-5.59%	—	ADX vs LCS.TO
STK	Columbia Seligman Premium Technology Growth Closed...	Technology Equities	91	4.31%	Nov 25, 2009	ADX vs STK
SPPP	Sprott Physical Platinum and Palladium Trust	Precious Metals, Commodities	63	-7.78%	Dec 19, 2012	ADX vs SPPP
TY	Tri-Continental Corporation		75	-2.40%	—	ADX vs TY

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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Adams Diversified Equity Fund, Inc.

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