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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$14.35
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets5.24B
Otter Creek Long/Short Opportunity Instl
Price$13.77
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets121.11M
BDMAX vs OTTRX Comparison Chart
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BDMAX vs. OTTRX commentary
May 25, 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: 5.24B vs. OTTRX (121M). BDMAX pays higher dividends than OTTRX: BDMAX (12.52) vs OTTRX (0.89). 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 : 16.71 vs. OTTRX (-1.85). BDMAX return over 5 years is better than : 53.93 vs. OTTRX (27.56).
| 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 | 8.548 | -7.085 | -121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 121M | 4,333% |
| Annual Yield % from dividends | 12.52 | 0.89 | 1,413% |
| Returns for 1 year | 16.71 | -1.85 | -902% |
| Returns for 3 years | 55.57 | 1.30 | 4,284% |
| Returns for 5 years | 53.93 | 27.56 | 196% |
| Returns for 10 years | 47.39 | 32.03 | 148% |
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