BGCKX
Price
$14.53
Change
+$0.11 (+0.76%)
Updated
Sep 4 closing price
Net Assets
6.63B
OTTRX
Price
$14.27
Change
-$0.02 (-0.14%)
Updated
Sep 4 closing price
Net Assets
110.92M
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BGCKX vs OTTRX

Header iconBGCKX vs OTTRX Comparison
Open Charts BGCKX vs OTTRXBanner chart's image
BlackRock Global Equity Mkt Netrl K
Price$14.53
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets6.63B
Otter Creek Long/Short Opportunity Instl
Price$14.27
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets110.92M
BGCKX vs OTTRX Comparison Chart in %
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BGCKX vs. OTTRX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
BGCKX has more cash in the bank: 6.63B vs. OTTRX (111M). BGCKX pays higher dividends than OTTRX: BGCKX (10.32) vs OTTRX (0.82). BGCKX was incepted earlier than OTTRX: BGCKX (9 years) vs OTTRX (12 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 (44.00). 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 : 16.77 vs. OTTRX (-0.40). BGCKX return over 5 years is better than : 56.48 vs. OTTRX (23.65).
BGCKXOTTRXBGCKX / OTTRX
Total Expense Ratio1.302.0763%
Annual Report Gross Expense Ratio1.452.2564%
Fund Existence9 years12 years-
Gain YTD11.956-3.711-322%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets6.63B111M5,977%
Annual Yield % from dividends10.320.821,251%
Returns for 1 year16.77-0.40-4,187%
Returns for 3 years63.5311.93532%
Returns for 5 years56.4823.65239%
Returns for 10 yearsN/A32.21-
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