Adams Diversified Equity Fund, Inc. (ADX) Research
Adams Diversified Equity Fund, Inc. (ADX) operates as a publicly traded investment management firm, offering its services to other investment companies. It primarily focuses on the United States' public equity markets, investing in large-capitalization companies across various sectors. The firm employs a comprehensive, bottom-up stock selection process, which combines fundamental, technical, and quantitative analysis. Their investment decisions are heavily influenced by a deep dive into factors such as earnings growth potential, financial health, cash flow generation, broader macroeconomic trends, capital management strategies, market competition, and overall profitability. ADX enhances its proprietary in-house research with external insights to inform its investment choices. To measure its effectiveness, the firm benchmarks the performance of its portfolios against the S&P 500 Index. Founded in Baltimore, Maryland, in 1840, the company was historically known as The Adams Express Company.
Market snapshot
- Symbol
- ADX
- Price
- $25.29
- Day change
- +1.16%
- Market cap
- $3.1B
- P/E ratio
- 6.45x
- 52-week range
- 20.65-25.7
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Baron Focused Growth Fund (BFGUX)
- Cornerstone Strategic Value Fund, Inc. (CLM)
- Calamos Strategic Total Return Fund (CSQ)
- Fidelity Stock Sector Mid Cap Fund (FSSMX)
- Guggenheim Strategic Opportunities Fund (GOF)
- Janus Henderson Small Cap Value Fund (JCSCX)
- Nuveen Preferred & Income Opportunities Fund (JPC)
- PIMCO Corporate & Income Opportunity Fund (PTY)
Recent insider activity
- CHAMBERS STEVEN G — trade (0 shares) on 2026-02-12
- Dale Kenneth James — trade (0 shares) on 2025-12-31
- Stoeckle Mark E. — trade (0 shares) on 2025-12-31
- Nelson Jane Musser — trade (0 shares) on 2025-12-31
- Escherich Frederic A — trade (0 shares) on 2025-12-31
Open Adams Diversified Equity Fund, Inc. (ADX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.