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BDMAX vs CAPOX
BDMAX vs CAPOX Comparison Chart in %
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BDMAX vs. CAPOX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 6.41B vs. CAPOX (54.6M). BDMAX pays higher dividends than CAPOX: BDMAX (10.69) vs CAPOX (0.34). BDMAX was incepted earlier than CAPOX: BDMAX (13 years) vs CAPOX (10 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 (44.00). 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 : 14.86 vs. CAPOX (1.78). BDMAX return over 5 years is better than : 52.33 vs. CAPOX (-13.77).
| BDMAX | CAPOX | BDMAX / CAPOX | |
| Total Expense Ratio | 1.60 | 1.62 | 99% |
| Annual Report Gross Expense Ratio | 1.80 | 1.79 | 101% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 10.354 | 2.978 | 348% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.41B | 54.6M | 11,742% |
| Annual Yield % from dividends | 10.69 | 0.34 | 3,125% |
| Returns for 1 year | 14.86 | 1.78 | 836% |
| Returns for 3 years | 60.74 | 9.42 | 644% |
| Returns for 5 years | 52.33 | -13.77 | -380% |
| Returns for 10 years | 52.80 | N/A | - |
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