FIDAX
Price
$18.72
Change
+$0.20 (+1.08%)
Updated
Oct 24 closing price
Net Assets
289.77M
RMBKX
Price
$50.99
Change
+$1.71 (+3.47%)
Updated
Oct 24 closing price
Net Assets
216.98M
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FIDAX vs RMBKX

Header iconFIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKXBanner chart's image
JHancock Financial Industries A
Price$18.72
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets289.77M
RMB Mendon Financial Services A
Price$50.99
Change+$1.71 (+3.47%)
VolumeN/A
Net Assets216.98M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Oct 27, 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.

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FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 290M vs. RMBKX (217M). 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 : 5.39 vs. FIDAX (-1.47). RMBKX return over 5 years is better than : 61.76 vs. FIDAX (14.30).
FIDAXRMBKXFIDAX / RMBKX
Total Expense Ratio1.271.3991%
Annual Report Gross Expense Ratio1.281.3992%
Fund Existence30 years26 years-
Gain YTD3.6542.082176%
Front Load5%5%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets290M217M134%
Annual Yield % from dividends1.081.1494%
Returns for 1 year-1.475.39-27%
Returns for 3 years16.483.75439%
Returns for 5 years14.3061.7623%
Returns for 10 years17.4767.1226%
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