Adams Diversified Equity Fund, Inc. · NYSE (us_market)
Financial Services · Asset Management · United States
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm The firm is actively engaged in businesses, including commodity pool operator or commodity trading advisor. The firm launches equity. NA The firm employs combination of fundamental, technical, quantitative modelling, and macro-economic analysis to make its investment. The firm conduct external research to make its investment. The firm was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1929 and is based in Baltimore, Maryland.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-01-24$21.28 RISE2025-04-07$17.11 PEAK2025-07-03$21.90 160d | -19.6% 73d | Missed | Missed | — | — | +28.0% 87d | Missed |
DROP2022-02-09$18.82 RISE2022-06-16$14.80 PEAK2022-08-16$17.38 188d | -21.4% 127d | Missed | Missed | — | — | +17.4% 61d | Missed |
DROP2020-02-19$16.60 RISE2020-03-23$10.43 PEAK2020-06-08$15.58 110d | -37.2% 33d | Missed | Missed | — | — | +49.4% 77d | Missed |
Avoid costly income investing mistakes. Learn 4 dangerous misconceptions and smarter portfolio selection tactics to protect your returnsâread now.
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Compare ADX vs JEPI: two high-yield funds beating the S&P 500âs 1% yield.
723 securities hit new 52-week highs on the NYSE and Nasdaq on Tuesday. There were easily more than 200 ETFs. However, many were leveraged or inverse ETFs. Three of them make good long-term investments for any portfolio.
The markets may swing wildly from week to week and month to month, but dividends are seemingly more stable, reliable and predictable. Read more here.
Adams Diversified Equity Fund, Inc. targets an 8% annual distribution, trades at a 4% NAV discount, and leans into tech/AI growth. Click for more on the ADX CEF.
A 71-year-old retiree holding $850,000 across a basket of closed-end funds is generating roughly $61,000 a year in distributions. That works out to a blended yield of about 7.2%, with several of the underlying funds trading at discounts of 8% to 12% below net asset value. The arithmetic itself is straightforward: income target divided by ... The Closed-End Fund Portfolio That Quietly Pays a 71-Year-Old $61,000 a Year on $850,000 and Trades at a Persistent Discount
Discover 10 rigorously screened closed-end funds (CEFs) for income investorsâ9%+ yields and 7.5% NAV discounts.
Learn my refined dividend retirement strategy and how to build a high-yield portfolio nowâbalancing pros and cons of common approaches.
Adams Diversified Equity Fund outperformed the S&P 500 by nearly 4% since last June, validating its S&P 500-plus-alpha approach. Click here to read more on ADX.
The Adams Diversified Equity Fund (NYSE:ADX) is a closed-end equity fund that has paid distributions to shareholders every year since 2000, and management has committed to a 8% minimum annual distribution rate funded by net investment income, realized capital gains, and occasionally return of capital. ADX trades around $24 today and sits on about $2.9 ... This $2.9 billion fund has paid distributions for 26 straight years
Learn why financial independence matters and explore a simple 9-fund buy-and-hold income portfolio aiming for $5,000/month in 10â12 yearsâread now.
Over the last 7 days, the United States market has remained flat, yet it has experienced a substantial 28% rise over the past year. In this context of expected earnings growth of 16% per annum in the coming years, identifying dividend stocks that offer consistent payouts and potential for capital appreciation becomes crucial for investors seeking stability and income.
The market may move up and down irrationally and seemingly on a whim, while our dividends remain much more stable, reliable and predictable. Read more here.
Adams Natural Resources Fund offers an 8% yield, energy/materials exposure, and a ~10% NAV discount. Click here to read an analysis of PEO CEF here.
The top 10 CEF selections emphasize sector diversification, long-term outperformance, sustainable distributions, and attractive valuations. Check out the list here.
Adams Diversified Equity Fund, Inc. recently declared a US$0.48 per-share distribution, payable on May 29, 2026 to shareholders of record as of April 27, 2026, with investors able to elect payment in cash or additional shares by May 15, 2026. The option to receive new shares at the lower of market price or net asset value gives investors a flexible way to reinvest distributions. We’ll now examine how this flexible stock-or-cash distribution election shapes Adams Diversified Equity Fund’s...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| ADX | +5.72% | +9.63% | +9.35% | +24.76% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +6.38% | +9.08% | +15.17% | +23.54% |