Interact to see
Advertisement
Advertisement
BDMAX vs CAPOX
BDMAX vs CAPOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BDMAX vs. CAPOX commentary
Jul 07, 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: 5.86B vs. CAPOX (56M). 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 (27.00). 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 : 12.28 vs. CAPOX (6.53). BDMAX return over 5 years is better than : 47.61 vs. CAPOX (-9.24).
| 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 | 7.943 | 4.323 | 184% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 56M | 10,455% |
| Annual Yield % from dividends | 12.37 | 0.34 | 3,635% |
| Returns for 1 year | 12.28 | 6.53 | 188% |
| Returns for 3 years | 54.57 | 9.63 | 566% |
| Returns for 5 years | 47.61 | -9.24 | -515% |
| Returns for 10 years | 48.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PCUZX | 63.04 | 0.57 | +0.91% |
| T. Rowe Price U.S. Equity Research Z | |||
| MADFX | 35.86 | 0.17 | +0.48% |
| Matrix Advisors Dividend | |||
| SIDVX | 12.37 | 0.04 | +0.32% |
| Hartford Schroders Intl Multi-Cp Val A | |||
| ARYDX | 13.39 | 0.04 | +0.30% |
| American Century Global Real Estate R6 | |||
| EDIAX | 11.39 | 0.02 | +0.18% |
| Eaton Vance Global Income Builder A | |||