Is ADX or AEF more undervalued in 2026?

CirclFi compares Adams Diversified Equity Fund I (ADX) and 27762 (AEF) using 13 institutional-grade valuation models. ADX has a Quality of Company score of 2.0/10 while AEF scores 2.0/10.

Which is a better buy — ADX or AEF?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do ADX and AEF valuations compare?

ADX at $25.39 and AEF at $9.85 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

ADX vs AEF Valuation Comparison 2026 — Intrinsic Value Analysis

ADX

Asset Management

Adams Diversified Equity Fund I

Quality

2.0

out of 10

Value Trap

—

Price

$25.39

Last close

Models

10/13

Active

AEF

Asset Management

27762

Quality

2.0

out of 10

Value Trap

—

Price

$9.85

Last close

Models

10/13

Active

Model-by-Model Comparison

Model	Type	ADX Fair Value	ADX Upside	AEF Fair Value	AEF Upside
Bayesian DCF	Intrinsic	$7.49	-70.5%	$2.61	-73.5%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$149.55	+489.0%	—	—
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$•••.••	••.•%	$•••.••	••.•%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%
RCMH-DCF	Intrinsic	—	—	$1.16	-87.7%

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ADX vs AEF — Which Stock Is More Undervalued?

AEF scores higher with a 2.0/10 quality rating vs ADX's 2.0/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Adams Diversified Equity Fund I (ADX) and 27762 (AEF) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

ADX currently trades at $25.39 with a QOC of 2.0/10, while AEF trades at $9.85 with a QOC of 2.0/10.

Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN Topology), and ensemble methods (CUCE).