BDMAX
Price
$13.24
Change
-$0.04 (-0.30%)
Updated
Jul 25 closing price
Net Assets
5.84B
OTTRX
Price
$14.20
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
123.84M
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BDMAX vs OTTRX

Header iconBDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRXBanner chart's image
BlackRock Global Equity Mkt Netrl A
Price$13.24
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets5.84B
Otter Creek Long/Short Opportunity Instl
Price$14.20
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets123.84M
BDMAX vs OTTRX Comparison Chart in %
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BDMAX vs. OTTRX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
BDMAX has more cash in the bank: 5.84B vs. OTTRX (124M). BDMAX pays higher dividends than OTTRX: BDMAX (12.37) vs OTTRX (0.83). 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 : 7.97 vs. OTTRX (1.79). BDMAX return over 5 years is better than : 45.25 vs. OTTRX (23.24).
BDMAXOTTRXBDMAX / OTTRX
Total Expense Ratio1.602.0777%
Annual Report Gross Expense Ratio1.802.2580%
Fund Existence13 years12 years-
Gain YTD5.039-4.184-120%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets5.84B124M4,708%
Annual Yield % from dividends12.370.831,496%
Returns for 1 year7.971.79445%
Returns for 3 years50.689.32543%
Returns for 5 years45.2523.24195%
Returns for 10 years43.3536.16120%
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