Ad is loading...
BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$13.92
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets4.58B
Otter Creek Long/Short Opportunity Instl
Price$13.35
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets115.91M
BDMAX vs OTTRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BDMAX vs. OTTRX commentary
Apr 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: 4.58B vs. OTTRX (116M). 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 : 13.45 vs. OTTRX (-0.48). BDMAX return over 5 years is better than : 48.73 vs. OTTRX (22.32).
| 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 | 4.236 | -9.514 | -45% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 116M | 3,947% |
| Annual Yield % from dividends | 12.75 | 0.82 | 1,555% |
| Returns for 1 year | 13.45 | -0.48 | -2,828% |
| Returns for 3 years | 49.26 | 2.26 | 2,180% |
| Returns for 5 years | 48.73 | 22.32 | 218% |
| Returns for 10 years | 42.25 | 29.27 | 144% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WFH | 57.95 | 2.20 | +3.94% |
| Direxion Work From Home ETF | |||
| FLEE | 31.76 | 0.40 | +1.28% |
| Franklin FTSE Europe ETF | |||
| MEGI | 13.16 | 0.16 | +1.23% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | |||
| BCD | 32.92 | 0.20 | +0.61% |
| abrdn Blmb AllCmdLDSK1Fr ETF | |||
| IAGG | 50.71 | 0.16 | +0.32% |
| iShares Core International Aggt Bd ETF | |||