FIDAX
Price
$19.31
Change
+$0.14 (+0.73%)
Updated
Aug 26 closing price
Net Assets
301.79M
RMBKX
Price
$52.32
Change
+$0.54 (+1.04%)
Updated
Aug 26 closing price
Net Assets
221.96M
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FIDAX vs RMBKX

Header iconFIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKXBanner chart's image
JHancock Financial Industries A
Price$19.31
Change+$0.14 (+0.73%)
VolumeN/A
Net Assets301.79M
RMB Mendon Financial Services A
Price$52.32
Change+$0.54 (+1.04%)
VolumeN/A
Net Assets221.96M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Aug 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.

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FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 302M vs. RMBKX (222M). RMBKX pays higher dividends than FIDAX: RMBKX (1.20) vs FIDAX (1.10). FIDAX was incepted earlier than RMBKX: FIDAX (29 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 : 9.15 vs. FIDAX (8.27). RMBKX return over 5 years is better than : 89.51 vs. FIDAX (19.41).
FIDAXRMBKXFIDAX / RMBKX
Total Expense Ratio1.271.3991%
Annual Report Gross Expense Ratio1.281.3992%
Fund Existence29 years26 years-
Gain YTD6.1463.664168%
Front Load5%5%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets302M222M136%
Annual Yield % from dividends1.101.2092%
Returns for 1 year8.279.1590%
Returns for 3 years16.743.94425%
Returns for 5 years19.4189.5122%
Returns for 10 years20.2379.2726%
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