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BGCKX vs OTTRX
BGCKX vs OTTRX Comparison
Open Charts BGCKX vs OTTRX
BlackRock Global Equity Mkt Netrl K
Price$14.72
Change-$0.07 (-0.47%)
VolumeN/A
Net Assets5.24B
Otter Creek Long/Short Opportunity Instl
Price$13.77
Change-$0.08 (-0.58%)
VolumeN/A
Net Assets121.11M
BGCKX vs OTTRX Comparison Chart
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BGCKX 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 BGCKX is a Hold and OTTRX is a Buy.
FUNDAMENTALS
Fundamentals
BGCKX has more cash in the bank: 5.24B vs. OTTRX (121M). BGCKX pays higher dividends than OTTRX: BGCKX (12.39) vs OTTRX (0.89). BGCKX was incepted earlier than OTTRX: BGCKX (9 years) vs OTTRX (11 years). OTTRX (2.25) is less costly to investors than BGCKX (1.45). OTTRX is a more actively managed with annual turnover of: 237.00 vs. BGCKX (27.00). OTTRX has a lower initial minimum investment than BGCKX: OTTRX (2500) vs BGCKX (5000000). BGCKX annual gain was more profitable for investors over the last year : 17.07 vs. OTTRX (-1.85). BGCKX return over 5 years is better than : 55.92 vs. OTTRX (27.56).
| BGCKX | OTTRX | BGCKX / OTTRX | |
| Total Expense Ratio | 1.30 | 2.07 | 63% |
| Annual Report Gross Expense Ratio | 1.45 | 2.25 | 64% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 8.635 | -7.085 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 121M | 4,333% |
| Annual Yield % from dividends | 12.39 | 0.89 | 1,398% |
| Returns for 1 year | 17.07 | -1.85 | -922% |
| Returns for 3 years | 57.01 | 1.30 | 4,395% |
| Returns for 5 years | 55.92 | 27.56 | 203% |
| Returns for 10 years | N/A | 32.03 | - |
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