Adams Diversified Equity Fund, Inc.

Adams Diversified Equity Fund, Inc.verified

ADX

Price:

$20.42

Market Cap:

$2.30B

Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability. It obtains external research to complement its in-house research to make its investments. The firm benchmarks the performance of its por...[Read more]

Industry

Asset Management

IPO Date

1980-03-17

Stock Exchange

NYSE

Ticker

ADX

The ROE as of November 2024 (TTM) for Adams Diversified Equity Fund, Inc. (ADX) is 26.89%

According to Adams Diversified Equity Fund, Inc.’s latest financial reports and current stock price. The company's current ROE is 26.89%. This represents a change of 300.40% compared to the average of 6.72% of the last 4 quarters.

Adams Diversified Equity Fund, Inc. (ADX) Historical ROE (quarterly & annually)

How has ADX ROE performed in the past?

The mean historical ROE of Adams Diversified Equity Fund, Inc. over the last ten years is 10.10%. The current 26.89% ROE has changed 166.33% with respect to the historical average. Over the past ten years (40 quarters), ADX's ROE was at its highest in in the December 2020 quarter at 17.52%. The ROE was at its lowest in in the June 2022 quarter at -24.65%.

Quarterly (TTM)
Annual

Average

10.10%

Median

14.03%

Minimum

-22.43%

Maximum

24.53%

Adams Diversified Equity Fund, Inc. (ADX) ROE by Quarter and Year

Discovering the peaks and valleys of Adams Diversified Equity Fund, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 886.73%

Maximum Annual ROE = 24.53%

Minimum Annual Increase = -728.86%

Minimum Annual ROE = -22.43%

Quarterly (TTM)
Annual
YearROEChange
202321.68%-196.67%
2022-22.43%-195.17%
202123.57%49.99%
202015.71%-35.95%
201924.53%-728.86%
2018-3.90%-118.65%
201720.92%169.20%
20167.77%886.73%
20150.79%-93.62%
201412.34%-46.32%

Adams Diversified Equity Fund, Inc. (ADX) Average ROE

How has ADX ROE performed in the past?

The current ROE of Adams Diversified Equity Fund, Inc. (ADX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

7.61%

5-year avg

12.61%

10-year avg

10.10%

Adams Diversified Equity Fund, Inc. (ADX) ROE vs. Peers

How is ADX’s ROE compared to its peers?

Adams Diversified Equity Fund, Inc.’s ROE is less than Tri-Continental Corporation (15.62%), less than SRH Total Return Fund, Inc. (19.29%), less than Putnam Municipal Opportunities Trust (4.02%), less than Tortoise Energy Independence Fund, Inc. (28.99%), less than Liberty All-Star Equity Fund (35.34%), less than BlackRock Science and Technology Trust II (12.61%), less than Virtus Artificial Intelligence & Technology Opportunities Fund (13.36%), less than Royce Value Trust Inc. (12.08%), less than Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (14.84%), less than General American Investors Company, Inc. (19.96%), less than BlackRock MuniYield Quality Fund III, Inc. (4.56%), less than Adams Natural Resources Fund, Inc. (16.71%), less than Invesco Advantage Municipal Income Trust II (12.62%), less than Royce Micro-Cap Trust, Inc. (16.99%), less than Tekla Healthcare Investors (6.13%), less than Virtus Equity & Convertible Income Fund (14.63%), less than Cohen & Steers Quality Income Realty Fund, Inc. (6.40%), less than Cohen & Steers REIT and Preferred Income Fund, Inc. (14.46%), greater than BlackRock MuniYield Fund, Inc. (-0.96%), less than MFS Investment Grade Municipal Trust (2.17%), less than Virtus Convertible & Income 2024 Target Term Fund (21.86%),

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