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BDMAX vs CAPOX
BDMAX vs CAPOX Comparison Chart in %
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BDMAX vs. CAPOX commentary
Jul 28, 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 CAPOX is a Buy.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 5.84B vs. CAPOX (55.5M). BDMAX pays higher dividends than CAPOX: BDMAX (12.37) vs CAPOX (0.34). BDMAX was incepted earlier than CAPOX: BDMAX (13 years) vs CAPOX (10 years). BDMAX (1.80) and CAPOX (1.79) have similar cost to investors . CAPOX is a more actively managed with annual turnover of: 120.00 vs. BDMAX (44.00). BDMAX has a lower initial minimum investment than CAPOX: BDMAX (1000) vs CAPOX (25000). BDMAX annual gain was more profitable for investors over the last year : 7.97 vs. CAPOX (4.11). BDMAX return over 5 years is better than : 45.25 vs. CAPOX (-9.74).
| BDMAX | CAPOX | BDMAX / CAPOX | |
| Total Expense Ratio | 1.60 | 1.62 | 99% |
| Annual Report Gross Expense Ratio | 1.80 | 1.79 | 101% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 5.039 | 3.842 | 131% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 55.5M | 10,519% |
| Annual Yield % from dividends | 12.37 | 0.34 | 3,635% |
| Returns for 1 year | 7.97 | 4.11 | 194% |
| Returns for 3 years | 50.68 | 10.23 | 495% |
| Returns for 5 years | 45.25 | -9.74 | -465% |
| Returns for 10 years | 43.35 | N/A | - |
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