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BGCKX vs OTTRX
BGCKX vs OTTRX Comparison
Open Charts BGCKX vs OTTRX
BlackRock Global Equity Mkt Netrl K
Price$14.70
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets5.6B
Otter Creek Long/Short Opportunity Instl
Price$14.14
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets124.75M
BGCKX vs OTTRX Comparison Chart
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BGCKX vs. OTTRX commentary
Jun 16, 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 BGCKX is a Hold and OTTRX is a Hold.
FUNDAMENTALS
Fundamentals
BGCKX has more cash in the bank: 5.6B vs. OTTRX (125M). BGCKX pays higher dividends than OTTRX: BGCKX (12.17) vs OTTRX (0.85). BGCKX was incepted earlier than OTTRX: BGCKX (9 years) vs OTTRX (11 years). OTTRX (2.25) is less costly to investors than BGCKX (1.45). OTTRX is a more actively managed with annual turnover of: 237.00 vs. BGCKX (27.00). OTTRX has a lower initial minimum investment than BGCKX: OTTRX (2500) vs BGCKX (5000000). BGCKX annual gain was more profitable for investors over the last year : 15.13 vs. OTTRX (-0.62). BGCKX return over 5 years is better than : 50.74 vs. OTTRX (27.25).
| BGCKX | OTTRX | BGCKX / OTTRX | |
| Total Expense Ratio | 1.30 | 2.07 | 63% |
| Annual Report Gross Expense Ratio | 1.45 | 2.25 | 64% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 8.487 | -4.588 | -185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.6B | 125M | 4,480% |
| Annual Yield % from dividends | 12.17 | 0.85 | 1,424% |
| Returns for 1 year | 15.13 | -0.62 | -2,442% |
| Returns for 3 years | 58.04 | 7.91 | 734% |
| Returns for 5 years | 50.74 | 27.25 | 186% |
| Returns for 10 years | N/A | 38.05 | - |
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