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BDMAX vs CAPOX
BDMAX vs CAPOX Comparison Chart
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BDMAX vs. CAPOX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BDMAX is a Hold and CAPOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 5.49B vs. CAPOX (54.7M). BDMAX pays higher dividends than CAPOX: BDMAX (12.31) vs CAPOX (0.86). BDMAX was incepted earlier than CAPOX: BDMAX (12 years) vs CAPOX (9 years). BDMAX (1.80) and CAPOX (1.79) have similar cost to investors . CAPOX is a more actively managed with annual turnover of: 120.00 vs. BDMAX (27.00). BDMAX has a lower initial minimum investment than CAPOX: BDMAX (1000) vs CAPOX (25000). BDMAX annual gain was more profitable for investors over the last year : 15.78 vs. CAPOX (5.13). BDMAX return over 5 years is better than : 51.98 vs. CAPOX (-13.61).
| BDMAX | CAPOX | BDMAX / CAPOX | |
| Total Expense Ratio | 1.60 | 1.62 | 99% |
| Annual Report Gross Expense Ratio | 1.80 | 1.79 | 101% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 9.153 | 2.305 | 397% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.49B | 54.7M | 10,033% |
| Annual Yield % from dividends | 12.31 | 0.86 | 1,436% |
| Returns for 1 year | 15.78 | 5.13 | 308% |
| Returns for 3 years | 57.70 | 6.98 | 827% |
| Returns for 5 years | 51.98 | -13.61 | -382% |
| Returns for 10 years | 47.84 | N/A | - |
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