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FIDSX vs RMBKX
FIDSX vs RMBKX Comparison
Open Charts FIDSX vs RMBKX
Fidelity Select Financials Port
Price$14.05
Change-$1.01 (-6.71%)
VolumeN/A
Net Assets1.04B
RMB Mendon Financial Services A
Price$43.34
Change-$3.86 (-8.18%)
VolumeN/A
Net Assets202.47M
FIDSX vs RMBKX Comparison Chart
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FIDSX 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 FIDSX is a Hold and RMBKX is a Hold.
FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 1.04B vs. RMBKX (202M). FIDSX pays higher dividends than RMBKX: FIDSX (1.53) vs RMBKX (1.24). FIDSX was incepted earlier than RMBKX: FIDSX (43 years) vs RMBKX (26 years). RMBKX (1.38) is less costly to investors than FIDSX (0.72). FIDSX is a more actively managed with annual turnover of: 66.00 vs. RMBKX (49.00). FIDSX has a lower initial minimum investment than RMBKX: FIDSX (0) vs RMBKX (2500). RMBKX annual gain was more profitable for investors over the last year : 21.23 vs. FIDSX (17.86). FIDSX return over 5 years is better than : 155.43 vs. RMBKX (124.09).
| FIDSX | RMBKX | FIDSX / RMBKX | |
| Total Expense Ratio | 0.72 | 1.38 | 52% |
| Annual Report Gross Expense Ratio | 0.72 | 1.38 | 52% |
| Fund Existence | 43 years | 26 years | - |
| Gain YTD | 1.006 | -5.506 | -18% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 202M | 514% |
| Annual Yield % from dividends | 1.53 | 1.24 | 124% |
| Returns for 1 year | 17.86 | 21.23 | 84% |
| Returns for 3 years | 24.85 | -13.36 | -186% |
| Returns for 5 years | 155.43 | 124.09 | 125% |
| Returns for 10 years | 86.32 | 72.50 | 119% |
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