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Adams Diversified Equity Fund (ADX) Competitors

Adams Diversified Equity Fund logo
$20.45 -0.37 (-1.78%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$20.45 +0.00 (+0.02%)
As of 02/21/2025 05:21 PM Eastern
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ADX vs. FSK, OBDC, DNP, PTY, USA, RVT, OXLC, GAB, BCAT, and STEW

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

Adams Diversified Equity Fund vs.

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

Adams Diversified Equity Fund pays an annual dividend of $2.92 per share and has a dividend yield of 14.3%. FS KKR Capital pays an annual dividend of $2.56 per share and has a dividend yield of 10.8%. FS KKR Capital pays out 136.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, FS KKR Capital had 12 more articles in the media than Adams Diversified Equity Fund. MarketBeat recorded 13 mentions for FS KKR Capital and 1 mentions for Adams Diversified Equity Fund. Adams Diversified Equity Fund's average media sentiment score of 1.61 beat FS KKR Capital's score of 1.34 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
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
FS KKR Capital
10 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

FS KKR Capital has higher revenue and earnings than Adams Diversified Equity Fund.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Adams Diversified Equity FundN/AN/AN/AN/AN/A
FS KKR Capital$1.83B3.63$696M$1.8812.61

FS KKR Capital has a net margin of 29.98% compared to Adams Diversified Equity Fund's net margin of 0.00%. FS KKR Capital's return on equity of 12.31% 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
FS KKR Capital 29.98%12.31%5.47%

28.4% of Adams Diversified Equity Fund shares are owned by institutional investors. Comparatively, 36.3% of FS KKR Capital shares are owned by institutional investors. 0.1% of Adams Diversified Equity Fund shares are owned by insiders. Comparatively, 0.3% of FS KKR Capital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Adams Diversified Equity Fund has a beta of 1.01, suggesting that its stock price is 1% more volatile than the S&P 500. Comparatively, FS KKR Capital has a beta of 1.25, suggesting that its stock price is 25% more volatile than the S&P 500.

FS KKR Capital has a consensus price target of $20.63, indicating a potential downside of 13.03%. Given FS KKR Capital's stronger consensus rating and higher possible upside, analysts clearly believe FS KKR 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
FS KKR Capital
0 Sell rating(s)
8 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Adams Diversified Equity Fund received 67 more outperform votes than FS KKR Capital when rated by MarketBeat users. Likewise, 53.09% of users gave Adams Diversified Equity Fund an outperform vote while only 48.77% of users gave FS KKR Capital an outperform vote.

CompanyUnderperformOutperform
Adams Diversified Equity FundOutperform Votes
146
53.09%
Underperform Votes
129
46.91%
FS KKR CapitalOutperform Votes
79
48.77%
Underperform Votes
83
51.23%

Summary

FS KKR Capital beats Adams Diversified Equity Fund on 10 of the 15 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$2.54B$8.20B$11.58B$20.02B
Dividend Yield13.94%6.74%5.38%3.65%
P/E RatioN/A0.5024.1234.88
Price / SalesN/A14.2226.4315.59
Price / CashN/A7.5418.1520.85
Price / BookN/A1.042.594.92
Net IncomeN/A$66.51M$1.03B$1.02B
7 Day Performance-2.24%-0.28%-1.41%-1.05%
1 Month Performance-2.99%1.32%0.19%-1.39%
1 Year Performance10.01%5.94%15.13%13.93%

Adams Diversified Equity Fund Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADX
Adams Diversified Equity Fund
N/A$20.45
-1.8%
N/A+10.0%$2.54BN/A0.0030Positive News
FSK
FS KKR Capital
2.6618 of 5 stars
$23.70
+1.5%
$20.63
-13.0%
+18.2%$6.64B$1.83B12.61N/APositive News
OBDC
Blue Owl Capital
2.4572 of 5 stars
$15.38
+0.5%
$16.08
+4.6%
+2.9%$6.00B$1.58B9.55N/AEarnings Report
Dividend Announcement
News Coverage
DNP
DNP Select Income Fund
N/A$9.38
+0.6%
N/A+6.0%$3.47BN/A0.00590Insider Trade
News Coverage
PTY
PIMCO Corporate & Income Opportunity Fund
N/A$14.70
-0.2%
N/A+4.5%$2.25BN/A0.00147,000Positive News
USA
Liberty All-Star Equity Fund
N/A$7.09
+0.2%
N/A+6.5%$1.92BN/A0.00N/AUpcoming Earnings
RVT
Royce Value Trust
N/A$16.18
+0.1%
N/A+9.7%$1.87BN/A0.0050News Coverage
Positive News
OXLC
Oxford Lane Capital
2.7539 of 5 stars
$5.06
-1.7%
N/A+0.0%$1.75B$194.42M6.10601Positive News
GAB
The Gabelli Equity Trust
N/A$5.56
-0.1%
N/A+4.6%$1.68BN/A0.00N/APositive News
BCAT
BlackRock Capital Allocation Term Trust
N/A$15.57
-2.0%
N/A-0.1%$1.67B$211.29M0.00147,000
STEW
SRH Total Return Fund
N/A$16.88
+0.1%
N/A+14.9%$1.63B$550.34M0.00N/ADividend Announcement
News Coverage
Positive News

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This page (NYSE:ADX) was last updated on 2/22/2025 by MarketBeat.com Staff
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