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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$14.15
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets6.62B
Otter Creek Long/Short Opportunity Instl
Price$14.27
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets110.92M
BDMAX vs OTTRX Comparison Chart in %
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BDMAX vs. OTTRX 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 OTTRX is a Buy.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 6.62B vs. OTTRX (111M). BDMAX pays higher dividends than OTTRX: BDMAX (10.35) vs OTTRX (0.82). BDMAX was incepted earlier than OTTRX: BDMAX (13 years) vs OTTRX (12 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 (44.00). 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 : 16.93 vs. OTTRX (-0.40). BDMAX return over 5 years is better than : 54.70 vs. OTTRX (23.65).
| BDMAX | OTTRX | BDMAX / OTTRX | |
| Total Expense Ratio | 1.60 | 2.07 | 77% |
| Annual Report Gross Expense Ratio | 1.80 | 2.25 | 80% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 12.258 | -3.711 | -330% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.62B | 111M | 5,965% |
| Annual Yield % from dividends | 10.35 | 0.82 | 1,256% |
| Returns for 1 year | 16.93 | -0.40 | -4,228% |
| Returns for 3 years | 62.77 | 11.93 | 526% |
| Returns for 5 years | 54.70 | 23.65 | 231% |
| Returns for 10 years | 56.38 | 32.21 | 175% |
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