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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$19.06
Change-$0.19 (-0.99%)
VolumeN/A
Net Assets308.57M
RMB Mendon Financial Services A
Price$49.72
Change-$0.71 (-1.41%)
VolumeN/A
Net Assets217.22M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Jul 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 309M vs. RMBKX (217M). RMBKX pays higher dividends than FIDAX: RMBKX (1.21) vs FIDAX (1.08). 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 : 17.74 vs. FIDAX (13.81). RMBKX return over 5 years is better than : 108.03 vs. FIDAX (29.36).
| 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 | 6.589 | 0.961 | 686% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 217M | 142% |
| Annual Yield % from dividends | 1.08 | 1.21 | 89% |
| Returns for 1 year | 13.81 | 17.74 | 78% |
| Returns for 3 years | 25.38 | 8.14 | 312% |
| Returns for 5 years | 29.36 | 108.03 | 27% |
| Returns for 10 years | 12.76 | 70.95 | 18% |
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