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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$13.93
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.28B
Otter Creek Long/Short Opportunity Instl
Price$14.43
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets149.32M
BDMAX vs OTTRX Comparison Chart
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BDMAX vs. OTTRX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 4.28B vs. OTTRX (149M). BDMAX pays higher dividends than OTTRX: BDMAX (12.75) vs OTTRX (0.82). 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 : 15.69 vs. OTTRX (5.62). BDMAX return over 5 years is better than : 52.37 vs. OTTRX (33.58).
| 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 | 5.371 | -2.699 | -199% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.28B | 149M | 2,872% |
| Annual Yield % from dividends | 12.75 | 0.82 | 1,555% |
| Returns for 1 year | 15.69 | 5.62 | 279% |
| Returns for 3 years | 50.22 | 6.30 | 797% |
| Returns for 5 years | 52.37 | 33.58 | 156% |
| Returns for 10 years | 43.07 | 39.39 | 109% |
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