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BDMAX vs CAPOX
BDMAX vs CAPOX Comparison Chart in %
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BDMAX vs. CAPOX commentary
Sep 08, 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: 6.62B vs. CAPOX (53.9M). BDMAX pays higher dividends than CAPOX: BDMAX (10.35) 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 : 16.44 vs. CAPOX (1.50). BDMAX return over 5 years is better than : 54.04 vs. CAPOX (-15.73).
| 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 | 11.782 | 2.402 | 491% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 25000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.62B | 53.9M | 12,284% |
| Annual Yield % from dividends | 10.35 | 0.34 | 3,013% |
| Returns for 1 year | 16.44 | 1.50 | 1,099% |
| Returns for 3 years | 62.08 | 8.05 | 771% |
| Returns for 5 years | 54.04 | -15.73 | -344% |
| Returns for 10 years | 55.72 | N/A | - |
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