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FIDCX vs RMBKX
FIDCX vs RMBKX Comparison
Open Charts FIDCX vs RMBKX
JHancock Financial Industries C
Price$14.23
Change-$0.95 (-6.26%)
VolumeN/A
Net Assets370.9M
RMB Mendon Financial Services A
Price$43.34
Change-$3.86 (-8.18%)
VolumeN/A
Net Assets202.47M
FIDCX vs RMBKX Comparison Chart
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FIDCX vs. RMBKX commentary
Apr 04, 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 FIDCX is a Buy and RMBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDCX has more cash in the bank: 371M vs. RMBKX (202M). RMBKX pays higher dividends than FIDCX: RMBKX (1.24) vs FIDCX (0.54). FIDCX was incepted earlier than RMBKX: FIDCX (26 years) vs RMBKX (26 years). FIDCX (1.98) is less costly to investors than RMBKX (1.38). FIDCX is a more actively managed with annual turnover of: 61.00 vs. RMBKX (49.00). FIDCX has a lower initial minimum investment than RMBKX: FIDCX (1000) vs RMBKX (2500). RMBKX annual gain was more profitable for investors over the last year : 21.23 vs. FIDCX (8.87). RMBKX return over 5 years is better than : 124.09 vs. FIDCX (40.34).
| FIDCX | RMBKX | FIDCX / RMBKX | |
| Total Expense Ratio | 1.97 | 1.38 | 143% |
| Annual Report Gross Expense Ratio | 1.98 | 1.38 | 143% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 0.663 | -5.506 | -12% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 202M | 184% |
| Annual Yield % from dividends | 0.54 | 1.24 | 44% |
| Returns for 1 year | 8.87 | 21.23 | 42% |
| Returns for 3 years | -3.49 | -13.36 | 26% |
| Returns for 5 years | 40.34 | 124.09 | 33% |
| Returns for 10 years | -2.73 | 72.50 | -4% |
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