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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$19.37
Change+$0.24 (+1.25%)
VolumeN/A
Net Assets294.62M
RMB Mendon Financial Services A
Price$54.34
Change+$1.19 (+2.24%)
VolumeN/A
Net Assets227.36M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 295M vs. RMBKX (227M). RMBKX (1.09) and FIDAX (1.08) have matching dividends . FIDAX was incepted earlier than RMBKX: FIDAX (30 years) vs RMBKX (27 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 : 0.39 vs. FIDAX (-6.61). RMBKX return over 5 years is better than : 46.36 vs. FIDAX (6.22).
| FIDAX | RMBKX | FIDAX / RMBKX | |
| Total Expense Ratio | 1.27 | 1.39 | 91% |
| Annual Report Gross Expense Ratio | 1.28 | 1.39 | 92% |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 7.254 | 8.789 | 83% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 227M | 130% |
| Annual Yield % from dividends | 1.08 | 1.09 | 99% |
| Returns for 1 year | -6.61 | 0.39 | -1,686% |
| Returns for 3 years | 13.21 | 5.07 | 260% |
| Returns for 5 years | 6.22 | 46.36 | 13% |
| Returns for 10 years | 17.80 | 64.59 | 28% |
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