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BDMAX vs OTTRX
BDMAX vs OTTRX Comparison
Open Charts BDMAX vs OTTRX
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.
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).
| 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 | 7.943 | -4.386 | -181% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 122M | 4,799% |
| Annual Yield % from dividends | 12.37 | 0.83 | 1,496% |
| Returns for 1 year | 12.28 | -0.96 | -1,278% |
| Returns for 3 years | 54.57 | 6.80 | 802% |
| Returns for 5 years | 47.61 | 25.93 | 184% |
| Returns for 10 years | 48.19 | 38.60 | 125% |
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