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FIDAX vs RMBKX
FIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKX
JHancock Financial Industries A
Price$13.63
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets282.13M
RMB Mendon Financial Services A
Price$54.28
Change+$0.85 (+1.59%)
VolumeN/A
Net Assets232.84M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Jan 16, 2026
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 Hold and RMBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 282M vs. RMBKX (233M). FIDAX (0.90) and RMBKX (0.89) 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 : 12.27 vs. FIDAX (-24.23). RMBKX return over 5 years is better than : 33.86 vs. FIDAX (-24.31).
| 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 | 0.000 | 2.164 | - |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 233M | 121% |
| Annual Yield % from dividends | 0.90 | 0.89 | 101% |
| Returns for 1 year | -24.23 | 12.27 | -197% |
| Returns for 3 years | -8.45 | 30.38 | -28% |
| Returns for 5 years | -24.31 | 33.86 | -72% |
| Returns for 10 years | -1.09 | 93.11 | -1% |
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