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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$18.60
Change-$0.35 (-1.85%)
VolumeN/A
Net Assets428.5M
RMB Mendon Financial Services A
Price$50.05
Change-$1.07 (-2.09%)
VolumeN/A
Net Assets196.76M
FIDAX vs RMBKX Comparison Chart
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FIDAX vs. RMBKX commentary
Feb 23, 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: 428M vs. RMBKX (197M). FIDAX pays higher dividends than RMBKX: FIDAX (1.62) vs RMBKX (1.37). FIDAX was incepted earlier than RMBKX: FIDAX (29 years) vs RMBKX (26 years). FIDAX is a more actively managed with annual turnover of: 72.00 vs. RMBKX (49.00). 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 : 27.64 vs. FIDAX (18.56). RMBKX return over 5 years is better than : 30.24 vs. FIDAX (-0.45).
| FIDAX | RMBKX | FIDAX / RMBKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 2.990 | 0.200 | 1,494% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 197M | 217% |
| Annual Yield % from dividends | 1.62 | 1.37 | 119% |
| Returns for 1 year | 18.56 | 27.64 | 67% |
| Returns for 3 years | -0.96 | -11.24 | 9% |
| Returns for 5 years | -0.45 | 30.24 | -1% |
| Returns for 10 years | 14.27 | 91.62 | 16% |
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