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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$18.16 +0.16 (+0.89%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$18.16 0.00 (0.00%)
As of 04/17/2025 05:50 PM Eastern
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ADX vs. OBDC, FSK, DNP, PTY, USA, GAB, STEW, OXLC, RVT, and BCAT

Should you be buying Adams Diversified Equity Fund stock or one of its competitors? The main competitors of Adams Diversified Equity Fund include Blue Owl Capital (OBDC), FS KKR Capital (FSK), DNP Select Income Fund (DNP), PIMCO Corporate & Income Opportunity Fund (PTY), Liberty All-Star Equity Fund (USA), The Gabelli Equity Trust (GAB), SRH Total Return Fund (STEW), Oxford Lane Capital (OXLC), Royce Value Trust (RVT), and BlackRock Capital Allocation Term Trust (BCAT). These companies are all part of the "financial services" industry.

Adams Diversified Equity Fund vs.

Adams Diversified Equity Fund (NYSE:ADX) and Blue Owl Capital (NYSE:OBDC) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, valuation, community ranking, profitability, institutional ownership, media sentiment, analyst recommendations, risk and dividends.

Adams Diversified Equity Fund received 126 more outperform votes than Blue Owl Capital when rated by MarketBeat users. However, 64.52% of users gave Blue Owl Capital an outperform vote while only 53.09% of users gave Adams Diversified Equity Fund an outperform vote.

CompanyUnderperformOutperform
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%
Blue Owl CapitalOutperform Votes
20
64.52%
Underperform Votes
11
35.48%

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 42.8% of Blue Owl Capital shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 0.1% of Blue Owl Capital shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Blue Owl Capital has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity Fund$564.12M3.78N/AN/AN/A
Blue Owl Capital$665.75M10.63$753.61M$1.539.05

Blue Owl Capital has a net margin of 37.26% compared to Adams Diversified Equity Fund's net margin of 0.00%. Blue Owl Capital's return on equity of 12.38% beat Adams Diversified Equity Fund's return on equity.

Company Net Margins Return on Equity Return on Assets
Adams Diversified Equity FundN/A N/A N/A
Blue Owl Capital 37.26%12.38%5.37%

Adams Diversified Equity Fund has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500. Comparatively, Blue Owl Capital has a beta of 0.73, indicating that its share price is 27% less volatile than the S&P 500.

Blue Owl Capital has a consensus target price of $16.21, suggesting a potential upside of 17.05%. Given Blue Owl Capital's stronger consensus rating and higher probable upside, analysts clearly believe Blue Owl Capital is more favorable than Adams Diversified Equity Fund.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Adams Diversified Equity Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Blue Owl Capital
0 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
2 Strong Buy rating(s)
2.90

In the previous week, Blue Owl Capital had 15 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 18 mentions for Blue Owl Capital and 3 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.22 beat Blue Owl Capital's score of 0.72 indicating that Adams Diversified Equity Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Adams Diversified Equity Fund
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Blue Owl Capital
7 Very Positive mention(s)
0 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Adams Diversified Equity Fund pays an annual dividend of $2.92 per share and has a dividend yield of 16.1%. Blue Owl Capital pays an annual dividend of $1.48 per share and has a dividend yield of 10.7%. Blue Owl Capital pays out 96.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

Blue Owl Capital beats Adams Diversified Equity Fund on 12 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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ADX vs. The Competition

MetricAdams Diversified Equity FundInvestment offices IndustryFinance SectorNYSE Exchange
Market Cap$2.14B$7.45B$10.82B$18.42B
Dividend Yield15.91%7.09%5.98%4.20%
P/E RatioN/A3.5321.6731.10
Price / Sales3.7824.1925.4326.58
Price / CashN/A7.5117.6117.54
Price / BookN/A0.872.564.30
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance-1.25%1.18%1.87%1.42%
1 Month Performance-4.24%-4.86%-3.71%-7.33%
1 Year Performance-2.42%0.31%535.22%2.26%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$18.16
+0.9%
N/A-3.1%$2.14B$564.12M0.0030Upcoming Earnings
News Coverage
Positive News
OBDC
Blue Owl Capital
3.6821 of 5 stars
$12.82
-3.6%
$16.17
+26.2%
-9.8%$6.55B$665.75M8.38N/AHigh Trading Volume
FSK
FS KKR Capital
1.5203 of 5 stars
$18.43
-5.1%
$21.30
+15.6%
+2.6%$5.16B$664M9.80N/ANews Coverage
Positive News
High Trading Volume
DNP
DNP Select Income Fund
N/A$8.99
-0.9%
N/A+8.4%$3.32B$851.71M0.00590Positive News
High Trading Volume
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$12.73
-2.0%
N/A-3.6%$2.31B$230.95M0.00147,000Upcoming Earnings
News Coverage
High Trading Volume
USA
Liberty All-Star Equity Fund
N/A$5.91
-2.6%
N/A-10.0%$1.60B$259.99M0.00N/ADividend Cut
Short Interest ↑
High Trading Volume
GAB
The Gabelli Equity Trust
N/A$5.01
-0.9%
N/A+1.2%$1.54B$203.01M0.00N/AShort Interest ↑
High Trading Volume
STEW
SRH Total Return Fund
N/A$15.55
-1.6%
N/A+16.4%$1.50B$550.34M0.00N/AShort Interest ↑
High Trading Volume
OXLC
Oxford Lane Capital
2.1126 of 5 stars
$4.31
-0.7%
N/A-12.7%$1.49B$194.42M5.19601Dividend Announcement
Short Interest ↓
RVT
Royce Value Trust
N/A$12.62
-3.0%
N/A-3.5%$1.46B$9.80M0.0050News Coverage
Positive News
High Trading Volume
BCAT
BlackRock Capital Allocation Term Trust
N/A$13.22
-3.2%
N/A-10.4%$1.42B$197.67M0.00147,000Ex-Dividend
Short Interest ↓
News Coverage
Positive News

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This page (NYSE:ADX) was last updated on 4/18/2025 by MarketBeat.com Staff
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