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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$13.25
Change-$0.09 (-0.67%)
VolumeN/A
Net Assets3.67B
Otter Creek Long/Short Opportunity Instl
Price$14.93
Change-$0.26 (-1.71%)
VolumeN/A
Net Assets153.35M
BDMAX vs OTTRX Comparison Chart
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BDMAX vs. OTTRX commentary
Feb 23, 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: 3.67B vs. OTTRX (153M). 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). BDMAX annual gain was more profitable for investors over the last year : 15.53 vs. OTTRX (12.71). BDMAX return over 5 years is better than : 42.00 vs. OTTRX (33.58).
| 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 | 0.227 | 0.742 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 153M | 2,399% |
| Annual Yield % from dividends | 6.53 | 3.00 | 217% |
| Returns for 1 year | 15.53 | 12.71 | 122% |
| Returns for 3 years | 39.55 | 14.61 | 271% |
| Returns for 5 years | 42.00 | 33.58 | 125% |
| Returns for 10 years | 35.98 | 46.70 | 77% |
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