Reitrees: Adams Diversified (ADX) Yields 8.1% And No One Has Heard Of It

5 days ago 11

John Seetoo

Tue, November 25, 2025 astatine 8:00 AM CST 4 min read

Adams Diversified Equity Fund (ADX) gained implicit 100% successful the past 5 years portion delivering an 8.12% yield.
ADX has returned 23% year-to-date and outpaced the S&P 500 by astir 7 percent points.
The money has lone 19.6% organization ownership and operates with a 0.50% disbursal ratio.
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Some Closed-End Funds (CEF) fell nether the radar successfully and softly spell astir earning mean returns for investors. Rare is the CEF that outpaces the S&P 500 without notice. Rarer inactive is simply a CEF that has gained implicit 100% successful the past 5 years. The unicorn CEF mightiness beryllium 1 that not lone generates those gains, but delivers an 8.12% output and whose institution has been successful beingness since earlier the Civil War! Adams Diversified Equity Fund, Inc. (NYSE: ADX) whitethorn conscionable beryllium that unicorn. It has an astonishing past down its existent superlative stealth performance, and whitethorn beryllium that under-the-radar concern that adjacent institutions person overlooked.

Pony Express Ridge Rider 1 successful Black and White. A lone cowboy successful a achromatic overgarment rides his equine down a upland ridge with melodramatic skies down him.

Adams Diversified Equity Fund has roots going backmost to its links with the Pony Express and its relation successful the abolitionist question anterior to the Civil War.

Founded successful 1854 arsenic the Adams Express Company by entrepreneur Alvin Adams, it was primitively a cargo and freight institution sub-contractor to the Pony Express system. Adams Express stagecoach and obstruction transportation services were a captious portion of the abolitionist movement, and delivered anti-slavery lit passim the South. A enslaved named Harold “Box” Brown adjacent escaped slavery by mailing himself successful a woody crate from Virginia to Philadelphia via Adams Express!

Surviving done the Civil War, the Gold Rush, the Gilded Age, and WW I, Adams became an concern institution successful 1929, close earlier the banal marketplace clang and The Great Depression. It became 1 of the archetypal and longest lasting CEFs successful NYSE history. Adams would spell connected to physique its warchest with important stakes successful railroads, specified arsenic Pennsylvania Railroad, Norfolk & Western, and besides American Express.

The institution has paid yearly dividends since 1935 for astir 90 years, with an unbroken 54-year streak. It officially changed its sanction to Adams Diversified Equity Fund, Inc. successful 2015, acknowledging its shipping activities had ended agelong ago.

Despite quadrupling successful the past decennary and doubling successful the past 5 years, ADX has stayed nether the analysts and organization capitalist radar with ninjalike stealth.