FIDAX
Price
$18.33
Change
+$0.16 (+0.88%)
Updated
Oct 17 closing price
Net Assets
282.08M
RMBKX
Price
$48.60
Change
+$0.45 (+0.93%)
Updated
Oct 17 closing price
Net Assets
206.43M
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FIDAX vs RMBKX

Header iconFIDAX vs RMBKX Comparison
Open Charts FIDAX vs RMBKXBanner chart's image
JHancock Financial Industries A
Price$18.33
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets282.08M
RMB Mendon Financial Services A
Price$48.60
Change+$0.45 (+0.93%)
VolumeN/A
Net Assets206.43M
FIDAX vs RMBKX Comparison Chart in %
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FIDAX vs. RMBKX commentary
Oct 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
FIDAX has more cash in the bank: 282M vs. RMBKX (206M). RMBKX pays higher dividends than FIDAX: RMBKX (1.14) vs FIDAX (1.08). FIDAX was incepted earlier than RMBKX: FIDAX (30 years) vs RMBKX (26 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 : -2.21 vs. FIDAX (-4.91). RMBKX return over 5 years is better than : 64.00 vs. FIDAX (14.45).
FIDAXRMBKXFIDAX / RMBKX
Total Expense Ratio1.271.3991%
Annual Report Gross Expense Ratio1.281.3992%
Fund Existence30 years26 years-
Gain YTD1.495-2.703-55%
Front Load5%5%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets282M206M137%
Annual Yield % from dividends1.081.1494%
Returns for 1 year-4.91-2.21223%
Returns for 3 years13.98-1.46-956%
Returns for 5 years14.4564.0023%
Returns for 10 years15.7660.2026%
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