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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$18.26
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets292.57M
RMB Mendon Financial Services A
Price$45.63
Change+$0.48 (+1.06%)
VolumeN/A
Net Assets197.6M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Jun 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 StrongBuy and RMBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 293M vs. RMBKX (198M). RMBKX pays higher dividends than FIDAX: RMBKX (1.24) vs FIDAX (1.11). 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 : 17.98 vs. FIDAX (12.22). RMBKX return over 5 years is better than : 75.02 vs. FIDAX (20.40).
| FIDAX | RMBKX | FIDAX / RMBKX | |
| Total Expense Ratio | 1.27 | 1.39 | 91% |
| Annual Report Gross Expense Ratio | 1.28 | 1.39 | 92% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 1.107 | -8.649 | -13% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 198M | 148% |
| Annual Yield % from dividends | 1.11 | 1.24 | 89% |
| Returns for 1 year | 12.22 | 17.98 | 68% |
| Returns for 3 years | 20.23 | -1.27 | -1,590% |
| Returns for 5 years | 20.40 | 75.02 | 27% |
| Returns for 10 years | 7.20 | 60.71 | 12% |