Ad is loading...
FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$17.08
Change-$1.14 (-6.26%)
VolumeN/A
Net Assets370.9M
RMB Mendon Financial Services A
Price$43.34
Change-$3.86 (-8.18%)
VolumeN/A
Net Assets202.47M
FIDAX vs RMBKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIDAX vs. RMBKX commentary
Apr 04, 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 Buy and RMBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 371M vs. RMBKX (202M). RMBKX pays higher dividends than FIDAX: RMBKX (1.24) vs FIDAX (1.14). FIDAX was incepted earlier than RMBKX: FIDAX (29 years) vs RMBKX (26 years). RMBKX (1.38) is less costly to investors than FIDAX (1.28). FIDAX is a more actively managed with annual turnover of: 61.00 vs. RMBKX (49.00). 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 : 21.23 vs. FIDAX (11.50). RMBKX return over 5 years is better than : 124.09 vs. FIDAX (53.39).
| FIDAX | RMBKX | FIDAX / RMBKX | |
| Total Expense Ratio | 1.27 | 1.38 | 92% |
| Annual Report Gross Expense Ratio | 1.28 | 1.38 | 93% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 0.886 | -5.506 | -16% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 202M | 184% |
| Annual Yield % from dividends | 1.14 | 1.24 | 92% |
| Returns for 1 year | 11.50 | 21.23 | 54% |
| Returns for 3 years | 1.25 | -13.36 | -9% |
| Returns for 5 years | 53.39 | 124.09 | 43% |
| Returns for 10 years | 11.75 | 72.50 | 16% |
View a ticker or compare two or three
VS
VS
Ad is loading...