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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$14.33
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets5.59B
Otter Creek Long/Short Opportunity Instl
Price$14.14
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets125.1M
BDMAX vs OTTRX Comparison Chart
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BDMAX vs. OTTRX commentary
Jun 15, 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 OTTRX is a Hold.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 5.59B vs. OTTRX (125M). BDMAX pays higher dividends than OTTRX: BDMAX (12.31) vs OTTRX (0.85). BDMAX was incepted earlier than OTTRX: BDMAX (12 years) vs OTTRX (11 years). OTTRX (2.25) is less costly to investors than BDMAX (1.80). OTTRX is a more actively managed with annual turnover of: 237.00 vs. BDMAX (27.00). BDMAX has a lower initial minimum investment than OTTRX: BDMAX (1000) vs OTTRX (2500). BDMAX annual gain was more profitable for investors over the last year : 15.14 vs. OTTRX (-0.34). BDMAX return over 5 years is better than : 49.28 vs. OTTRX (27.61).
| BDMAX | OTTRX | BDMAX / OTTRX | |
| Total Expense Ratio | 1.60 | 2.07 | 77% |
| Annual Report Gross Expense Ratio | 1.80 | 2.25 | 80% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 8.699 | -4.318 | -201% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.59B | 125M | 4,473% |
| Annual Yield % from dividends | 12.31 | 0.85 | 1,439% |
| Returns for 1 year | 15.14 | -0.34 | -4,473% |
| Returns for 3 years | 57.05 | 8.21 | 695% |
| Returns for 5 years | 49.28 | 27.61 | 178% |
| Returns for 10 years | 48.47 | 38.44 | 126% |
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