ADX (Adams Diversified Equity Fund) Moat Score: 2/10 (As of Jun. 28, 2026)


ADX Adams Diversified Equity Fund Inc ADX
57 GF Score
Price $25.06
GF Value $18.51
Valuation Significantly Overvalued
! 8 Warning Signs
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What is Adams Diversified Equity Fund Moat Score?

Adams Diversified Equity Fund ADX +1.21% 57 Moat Score is 2 as of Jun. 28, 2026. GuruFocus rates ADX with a GF Score™ of 57/100 and a GF Value™ of $18.51 (Significantly Overvalued). The stock has 8 warning signs investors should review. Among 1,695 Asset Management companies, Adams Diversified Equity Fund ranks better than 80.06% on this metric.

Adams Diversified Equity Fund has the Moat Score of 2, which implies that the company might have No Moat - Very weak/transient advantages.

Adams Diversified Equity Fund has No Moat: Adams Diversified Equity Fund lacks a competitive advantage in the asset management industry, with no significant market leadership, customer switching costs, or proprietary technology to differentiate it from competitors.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Adams Diversified Equity Fund might have No Moat - Very weak/transient advantages.

Adams Diversified Equity Fund  (NYSE:ADX) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Adams Diversified Equity Fund Moat Score Related Terms

ADX vs FSK, UTF, JPC: Moat Score Comparison

For the Asset Management subindustry, Adams Diversified Equity Fund's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Adams Diversified Equity Fund Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Adams Diversified Equity Fund's Moat Score distribution charts can be found below:

* The bar in red indicates where Adams Diversified Equity Fund's Moat Score falls into.


ADX
57GF Score
Adams Diversified Equity Fund Inc ADX
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 2 mean?
Adams Diversified Equity Fund (ADX) has a Moat Score of 2 as of Jun. 28, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Adams Diversified Equity Fund ranks #338 out of 1695 companies in the Asset Management industry, placing it in the top 19.9%.
Is Adams Diversified Equity Fund's Moat Score too high?
Adams Diversified Equity Fund's current Moat Score is 2. Based on the distribution chart, Adams Diversified Equity Fund ranks #338 out of 1695 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Adams Diversified Equity Fund has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Adams Diversified Equity Fund's Moat Score compare to FSK and UTF?
According to the Asset Management industry distribution chart, Adams Diversified Equity Fund ranks #338 out of 1695 companies for Moat Score. This places Adams Diversified Equity Fund in the top 20% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Adams Diversified Equity Fund's current Moat Score is 2. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Adams Diversified Equity Fund stock overvalued right now?
Based on GuruFocus' analysis, Adams Diversified Equity Fund (ADX) is currently considered Significantly Overvalued. The stock's GF Value™ is $18.51, compared to a current price of $25.06 — trading 35.4% above its estimated fair value. The current Moat Score is 2. Adams Diversified Equity Fund's overall GF Score™ is 57/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Adams Diversified Equity Fund (ADX), the current Moat Score is 2 as of Jun. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Adams Diversified Equity Fund (ADX) Overvalued in 2026?

Based on GuruFocus' analysis, Adams Diversified Equity Fund stock appears to be overvalued. The current stock price of $25.06 is trading 35.4% above its estimated GF Value™ of $18.51. GuruFocus considers Adams Diversified Equity Fund to be Significantly Overvalued.

Key valuation signals for ADX:

  • Moat Score: 2
  • GF Value™: $18.51 vs. price of $25.06 (35.4% above fair value)
  • GF Score™: 57/100 with 8 warning signs

No single metric tells the full story. See the ADX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Adams Diversified Equity Fund Business Description

Address 500 East Pratt Street, Suite 1300, Baltimore, MD, USA, 21202
Adams Diversified Equity Fund Inc is a diversified investment company. It is an internally managed closed-end fund whose investment objectives are the preservation of capital, the attainment of reasonable income from investments, and an opportunity for capital appreciation. It invests a majority of its assets in very liquid S&P 500 stocks, and has broad flexibility in the selection of stocks, but maintains a sector-neutral approach. The fund has a diversified equity portfolio that consists of securities of companies from energy, consumer staples, information technology, financials, and other sectors.
57GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$25.06
Price
$18.51
GF Value