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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
BlackRock Global Equity Mkt Netrl A
Price$13.99
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets6.88B
Otter Creek Long/Short Opportunity Instl
Price$11.40
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets23.6M
BDMAX vs OTTRX Comparison Chart in %
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BDMAX vs. OTTRX commentary
Oct 18, 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: 6.88B vs. OTTRX (23.6M). BDMAX pays higher dividends than OTTRX: BDMAX (9.98) vs OTTRX (0.81). BDMAX was incepted earlier than OTTRX: BDMAX (13 years) vs OTTRX (12 years). OTTRX (2.25) is less costly to investors than BDMAX (1.70). 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 : 13.25 vs. OTTRX (-26.05). BDMAX return over 5 years is better than : 58.37 vs. OTTRX (-4.21).
| BDMAX | OTTRX | BDMAX / OTTRX | |
| Total Expense Ratio | 1.59 | 2.07 | 77% |
| Annual Report Gross Expense Ratio | 1.70 | 2.25 | 76% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 10.989 | -23.109 | -48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.88B | 23.6M | 29,161% |
| Annual Yield % from dividends | 9.98 | 0.81 | 1,231% |
| Returns for 1 year | 13.25 | -26.05 | -51% |
| Returns for 3 years | 58.79 | -10.42 | -564% |
| Returns for 5 years | 58.37 | -4.21 | -1,387% |
| Returns for 10 years | 52.89 | 3.52 | 1,502% |
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