ADX
Price:
$20.64
Market Cap:
$2.33B
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
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.
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%.
Average
10.10%
Median
14.03%
Minimum
-22.43%
Maximum
24.53%
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%
Year | ROE | Change |
---|---|---|
2023 | 21.68% | -196.67% |
2022 | -22.43% | -195.17% |
2021 | 23.57% | 49.99% |
2020 | 15.71% | -35.95% |
2019 | 24.53% | -728.86% |
2018 | -3.90% | -118.65% |
2017 | 20.92% | 169.20% |
2016 | 7.77% | 886.73% |
2015 | 0.79% | -93.62% |
2014 | 12.34% | -46.32% |
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.’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 (21.03%), 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 (5.94%), 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%),
Company | ROE | Market cap |
---|---|---|
15.62% | $1.71B | |
19.29% | $1.54B | |
4.02% | $320.66M | |
28.99% | $67.30M | |
35.34% | $1.99B | |
21.03% | $1.64B | |
13.36% | $862.65M | |
12.08% | $1.82B | |
14.84% | $419.54M | |
19.96% | $1.23B | |
4.56% | $729.81M | |
16.71% | $548.80M | |
12.62% | $382.78M | |
16.99% | $492.12M | |
5.94% | $796.34M | |
14.63% | $681.09M | |
6.40% | $1.66B | |
14.46% | $1.01B | |
-0.96% | $476.09M | |
2.17% | $64.51M | |
21.86% | $167.75M |
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