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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$18.72
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets289.77M
RMB Mendon Financial Services A
Price$50.99
Change+$1.71 (+3.47%)
VolumeN/A
Net Assets216.98M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Oct 27, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 290M vs. RMBKX (217M). RMBKX pays higher dividends than FIDAX: RMBKX (1.14) vs FIDAX (1.08). 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 : 5.39 vs. FIDAX (-1.47). RMBKX return over 5 years is better than : 61.76 vs. FIDAX (14.30).
| 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 | 3.654 | 2.082 | 176% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 217M | 134% |
| Annual Yield % from dividends | 1.08 | 1.14 | 94% |
| Returns for 1 year | -1.47 | 5.39 | -27% |
| Returns for 3 years | 16.48 | 3.75 | 439% |
| Returns for 5 years | 14.30 | 61.76 | 23% |
| Returns for 10 years | 17.47 | 67.12 | 26% |
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