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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$14.46
Change+$0.14 (+0.98%)
VolumeN/A
Net Assets7.02B
Otter Creek Long/Short Opportunity Instl
Price$14.48
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets112.02M
BDMAX vs OTTRX Comparison Chart in %
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BDMAX vs. OTTRX commentary
Sep 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 OTTRX is a Hold.
FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 7.02B vs. OTTRX (112M). 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 : 17.57 vs. OTTRX (-3.48). BDMAX return over 5 years is better than : 62.54 vs. OTTRX (24.76).
| 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 | 14.717 | -2.294 | -642% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.02B | 112M | 6,264% |
| Annual Yield % from dividends | 10.35 | 0.82 | 1,256% |
| Returns for 1 year | 17.57 | -3.48 | -505% |
| Returns for 3 years | 63.54 | 15.32 | 415% |
| Returns for 5 years | 62.54 | 24.76 | 253% |
| Returns for 10 years | 57.49 | 36.16 | 159% |
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