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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$14.03
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets6.57B
Otter Creek Long/Short Opportunity Instl
Price$14.29
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets111.09M
BDMAX vs OTTRX Comparison Chart in %
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BDMAX vs. OTTRX commentary
Sep 05, 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: 6.57B vs. OTTRX (111M). BDMAX pays higher dividends than OTTRX: BDMAX (10.35) vs OTTRX (0.82). BDMAX was incepted earlier than OTTRX: BDMAX (13 years) vs OTTRX (12 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 (44.00). 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 : 15.18 vs. OTTRX (-0.05). BDMAX return over 5 years is better than : 53.06 vs. OTTRX (24.08).
| BDMAX | OTTRX | BDMAX / OTTRX | |
| Total Expense Ratio | 1.60 | 2.07 | 77% |
| Annual Report Gross Expense Ratio | 1.80 | 2.25 | 80% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 11.068 | -3.374 | -328% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.57B | 111M | 5,915% |
| Annual Yield % from dividends | 10.35 | 0.82 | 1,256% |
| Returns for 1 year | 15.18 | -0.05 | -29,456% |
| Returns for 3 years | 61.05 | 12.49 | 489% |
| Returns for 5 years | 53.06 | 24.08 | 220% |
| Returns for 10 years | 54.72 | 32.91 | 166% |
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