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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$18.44
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets281.39M
RMB Mendon Financial Services A
Price$49.94
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets211.16M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Nov 20, 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 FIDAX is a Hold and RMBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 281M vs. RMBKX (211M). RMBKX (1.17) and FIDAX (1.11) have matching dividends . FIDAX was incepted earlier than RMBKX: FIDAX (30 years) vs RMBKX (26 years). RMBKX (1.39) is less costly to investors than FIDAX (1.28). RMBKX is a more actively managed with annual turnover of: 66.00 vs. FIDAX (61.00). FIDAX (5%) and RMBKX (5%) have equivalent initial investment costs. FIDAX has a lower initial minimum investment than RMBKX: FIDAX (1000) vs RMBKX (2500). RMBKX annual gain was more profitable for investors over the last year : -6.31 vs. FIDAX (-9.57). RMBKX return over 5 years is better than : 41.52 vs. FIDAX (4.62).
| FIDAX | RMBKX | FIDAX / RMBKX | |
| Total Expense Ratio | 1.27 | 1.39 | 91% |
| Annual Report Gross Expense Ratio | 1.28 | 1.39 | 92% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 1.717 | -0.240 | -715% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 211M | 133% |
| Annual Yield % from dividends | 1.11 | 1.17 | 95% |
| Returns for 1 year | -9.57 | -6.31 | 152% |
| Returns for 3 years | 9.22 | -2.46 | -375% |
| Returns for 5 years | 4.62 | 41.52 | 11% |
| Returns for 10 years | 12.28 | 53.12 | 23% |
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