ADX vs. ARCC
Compare and contrast key facts about Adams Diversified Equity Fund, Inc. (ADX) and Ares Capital Corporation (ARCC).
ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADX or ARCC.
Correlation
The correlation between ADX and ARCC is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ADX vs. ARCC - Performance Comparison
Key characteristics
ADX:
1.04
ARCC:
0.38
ADX:
1.56
ARCC:
0.67
ADX:
1.22
ARCC:
1.10
ADX:
1.12
ARCC:
0.42
ADX:
4.07
ARCC:
1.75
ADX:
5.05%
ARCC:
4.47%
ADX:
19.73%
ARCC:
20.56%
ADX:
-56.82%
ARCC:
-79.40%
ADX:
-5.40%
ARCC:
-11.80%
Returns By Period
In the year-to-date period, ADX achieves a 0.28% return, which is significantly higher than ARCC's -4.06% return. Over the past 10 years, ADX has underperformed ARCC with an annualized return of 10.87%, while ARCC has yielded a comparatively higher 12.58% annualized return.
ADX
0.28%
13.65%
2.61%
17.87%
15.41%
10.87%
ARCC
-4.06%
2.80%
2.81%
9.09%
20.21%
12.58%
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Risk-Adjusted Performance
ADX vs. ARCC — Risk-Adjusted Performance Rank
ADX
ARCC
ADX vs. ARCC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and Ares Capital Corporation (ARCC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ADX vs. ARCC - Dividend Comparison
ADX's dividend yield for the trailing twelve months is around 17.49%, more than ARCC's 9.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 17.49% | 12.38% | 7.34% | 7.36% | 1.13% | 5.96% | 9.00% | 15.85% | 9.18% | 1.57% | 1.17% | 8.63% |
ARCC Ares Capital Corporation | 9.35% | 8.77% | 9.59% | 10.12% | 7.65% | 9.47% | 9.01% | 9.88% | 9.67% | 9.22% | 11.02% | 10.06% |
Drawdowns
ADX vs. ARCC - Drawdown Comparison
The maximum ADX drawdown since its inception was -56.82%, smaller than the maximum ARCC drawdown of -79.40%. Use the drawdown chart below to compare losses from any high point for ADX and ARCC. For additional features, visit the drawdowns tool.
Volatility
ADX vs. ARCC - Volatility Comparison
The current volatility for Adams Diversified Equity Fund, Inc. (ADX) is 12.68%, while Ares Capital Corporation (ARCC) has a volatility of 15.56%. This indicates that ADX experiences smaller price fluctuations and is considered to be less risky than ARCC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.