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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$13.56
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets3.39B
Otter Creek Long/Short Opportunity Instl
Price$15.48
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets156.02M
BDMAX vs OTTRX Comparison Chart
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BDMAX vs. OTTRX commentary
Jan 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 3.39B vs. OTTRX (156M). BDMAX pays higher dividends than OTTRX: BDMAX (6.53) vs OTTRX (3.00). BDMAX was incepted earlier than OTTRX: BDMAX (12 years) vs OTTRX (11 years). OTTRX is a more actively managed with annual turnover of: 303.00 vs. BDMAX (79.00). BDMAX has a lower initial minimum investment than OTTRX: BDMAX (1000) vs OTTRX (2500). OTTRX annual gain was more profitable for investors over the last year : 22.37 vs. BDMAX (20.64). BDMAX return over 5 years is better than : 43.31 vs. OTTRX (38.04).
| BDMAX | OTTRX | BDMAX / OTTRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 2.572 | 4.453 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 156M | 2,175% |
| Annual Yield % from dividends | 6.53 | 3.00 | 217% |
| Returns for 1 year | 20.64 | 22.37 | 92% |
| Returns for 3 years | 44.19 | 18.83 | 235% |
| Returns for 5 years | 43.31 | 38.04 | 114% |
| Returns for 10 years | 40.34 | 51.68 | 78% |
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