BDMAX
Price
$14.27
Change
+$0.04 (+0.28%)
Updated
Jul 3 closing price
Net Assets
5.86B
OTTRX
Price
$14.17
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
122.19M
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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$14.27
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets5.86B
Otter Creek Long/Short Opportunity Instl
Price$14.17
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets122.19M
BDMAX vs OTTRX Comparison Chart in %
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BDMAX vs. OTTRX commentary
Jul 07, 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: 5.86B vs. OTTRX (122M). 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 (27.00). 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 : 12.28 vs. OTTRX (-0.96). BDMAX return over 5 years is better than : 47.61 vs. OTTRX (25.93).
BDMAXOTTRXBDMAX / OTTRX
Total Expense Ratio1.602.0777%
Annual Report Gross Expense Ratio1.802.2580%
Fund Existence13 years12 years-
Gain YTD7.943-4.386-181%
Front Load5%N/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets5.86B122M4,799%
Annual Yield % from dividends12.370.831,496%
Returns for 1 year12.28-0.96-1,278%
Returns for 3 years54.576.80802%
Returns for 5 years47.6125.93184%
Returns for 10 years48.1938.60125%
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