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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$17.30
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets281.42M
RMB Mendon Financial Services A
Price$44.70
Change-$0.47 (-1.04%)
VolumeN/A
Net Assets194.24M
FIDAX vs RMBKX Comparison Chart
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FIDAX vs. RMBKX commentary
Apr 28, 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: 281M vs. RMBKX (194M). 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 : 14.43 vs. FIDAX (7.36). RMBKX return over 5 years is better than : 94.93 vs. FIDAX (31.22).
| 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 | -4.208 | -10.511 | 40% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 194M | 145% |
| Annual Yield % from dividends | 1.14 | 1.24 | 92% |
| Returns for 1 year | 7.36 | 14.43 | 51% |
| Returns for 3 years | 3.16 | -10.79 | -29% |
| Returns for 5 years | 31.22 | 94.93 | 33% |
| Returns for 10 years | 4.45 | 62.68 | 7% |
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