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FIDAX vs RYBKX
FIDAX vs RYBKX Comparison
Open Charts FIDAX vs RYBKX
JHancock Financial Industries A
Price$16.89
Change+$1.18 (+7.51%)
VolumeN/A
Net Assets257.07M
FIDAX vs RYBKX Comparison Chart
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FIDAX vs. RYBKX 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 RYBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 257M vs. RYBKX (23.8M). RYBKX pays higher dividends than FIDAX: RYBKX (3.85) vs FIDAX (1.14). FIDAX was incepted earlier than RYBKX: FIDAX (29 years) vs RYBKX (21 years). RYBKX (1.69) is less costly to investors than FIDAX (1.28). RYBKX is a more actively managed with annual turnover of: 233.00 vs. FIDAX (61.00). FIDAX initial investment is less costly to investors than RYBKX (5%) vs RYBKX (5%). FIDAX has a lower initial minimum investment than RYBKX: FIDAX (1000) vs RYBKX (2500). RYBKX annual gain was more profitable for investors over the last year : 0.72 vs. FIDAX (-3.80). RYBKX return over 5 years is better than : 60.28 vs. FIDAX (11.80).
| FIDAX | RYBKX | FIDAX / RYBKX | |
| Total Expense Ratio | 1.27 | 1.65 | 77% |
| Annual Report Gross Expense Ratio | 1.28 | 1.69 | 76% |
| Fund Existence | 29 years | 21 years | - |
| Gain YTD | -13.012 | -15.798 | 82% |
| Front Load | 5% | 5% | 105% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 23.8M | 1,080% |
| Annual Yield % from dividends | 1.14 | 3.85 | 30% |
| Returns for 1 year | -3.80 | 0.72 | -527% |
| Returns for 3 years | -11.31 | -4.45 | 254% |
| Returns for 5 years | 11.80 | 60.28 | 20% |
| Returns for 10 years | -3.87 | 49.50 | -8% |
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