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BDMAX vs CAPOX
BDMAX vs CAPOX Comparison Chart
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BDMAX vs. CAPOX commentary
Apr 26, 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: 4.58B vs. CAPOX (55.5M). BDMAX pays higher dividends than CAPOX: BDMAX (12.75) 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 : 13.45 vs. CAPOX (3.90). BDMAX return over 5 years is better than : 48.73 vs. CAPOX (-11.34).
| 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 | 4.236 | 2.882 | 147% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 55.5M | 8,250% |
| Annual Yield % from dividends | 12.75 | 0.86 | 1,482% |
| Returns for 1 year | 13.45 | 3.90 | 345% |
| Returns for 3 years | 49.26 | 7.69 | 641% |
| Returns for 5 years | 48.73 | -11.34 | -430% |
| Returns for 10 years | 42.25 | N/A | - |
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