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FIDAX vs RMBNX
FIDAX vs RMBNX Comparison
Open Charts FIDAX vs RMBNX
JHancock Financial Industries A
Price$16.89
Change+$1.18 (+7.51%)
VolumeN/A
Net Assets257.07M
RMB Mendon Financial Services C
Price$37.50
Change+$2.10 (+5.93%)
VolumeN/A
Net Assets178.03M
FIDAX vs RMBNX Comparison Chart
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FIDAX vs. RMBNX commentary
Apr 11, 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 RMBNX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 257M vs. RMBNX (178M). FIDAX pays higher dividends than RMBNX: FIDAX (1.14) vs RMBNX (0.74). FIDAX was incepted earlier than RMBNX: FIDAX (29 years) vs RMBNX (20 years). RMBNX (2.12) is less costly to investors than FIDAX (1.28). FIDAX is a more actively managed with annual turnover of: 61.00 vs. RMBNX (49.00). FIDAX has a lower initial minimum investment than RMBNX: FIDAX (1000) vs RMBNX (2500). RMBNX annual gain was more profitable for investors over the last year : 3.01 vs. FIDAX (-3.80). RMBNX return over 5 years is better than : 54.36 vs. FIDAX (11.80).
| FIDAX | RMBNX | FIDAX / RMBNX | |
| Total Expense Ratio | 1.27 | 2.12 | 60% |
| Annual Report Gross Expense Ratio | 1.28 | 2.12 | 60% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | -13.012 | -17.636 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 178M | 144% |
| Annual Yield % from dividends | 1.14 | 0.74 | 153% |
| Returns for 1 year | -3.80 | 3.01 | -126% |
| Returns for 3 years | -11.31 | -23.46 | 48% |
| Returns for 5 years | 11.80 | 54.36 | 22% |
| Returns for 10 years | -3.87 | 34.30 | -11% |
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