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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$19.13
Change+$0.17 (+0.90%)
VolumeN/A
Net Assets298.36M
RMB Mendon Financial Services A
Price$50.94
Change+$0.71 (+1.41%)
VolumeN/A
Net Assets218.45M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Oct 06, 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 Hold and RMBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 298M vs. RMBKX (218M). 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 : 11.30 vs. FIDAX (6.62). RMBKX return over 5 years is better than : 85.72 vs. FIDAX (23.26).
| 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 | 5.925 | 1.982 | 299% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 218M | 137% |
| Annual Yield % from dividends | 1.08 | 1.14 | 94% |
| Returns for 1 year | 6.62 | 11.30 | 59% |
| Returns for 3 years | 19.46 | 4.97 | 391% |
| Returns for 5 years | 23.26 | 85.72 | 27% |
| Returns for 10 years | 22.46 | 71.39 | 31% |
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