FIDSX
Price
$16.93
Change
+$0.05 (+0.30%)
Updated
Jul 10 closing price
Net Assets
810.56M
RMBKX
Price
$62.85
Change
-$0.43 (-0.68%)
Updated
Jul 10 closing price
Net Assets
253.45M
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FIDSX vs RMBKX

FIDSX vs RMBKX Comparison Chart in %
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FIDSX vs. RMBKX commentary
Jul 14, 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 FIDSX is a Buy and RMBKX is a Hold.

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FUNDAMENTALS
Fundamentals
FIDSX has more cash in the bank: 811M vs. RMBKX (253M). FIDSX pays higher dividends than RMBKX: FIDSX (1.63) vs RMBKX (0.75). FIDSX was incepted earlier than RMBKX: FIDSX (45 years) vs RMBKX (27 years). RMBKX (1.33) is less costly to investors than FIDSX (0.68). RMBKX is a more actively managed with annual turnover of: 50.00 vs. FIDSX (37.00). 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 : 27.51 vs. FIDSX (8.25). FIDSX return over 5 years is better than : 47.59 vs. RMBKX (28.37).
FIDSXRMBKXFIDSX / RMBKX
Total Expense Ratio0.681.3351%
Annual Report Gross Expense Ratio0.681.3351%
Fund Existence45 years27 years-
Gain YTD6.20918.29534%
Front LoadN/A5%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets811M253M321%
Annual Yield % from dividends1.630.75217%
Returns for 1 year8.2527.5130%
Returns for 3 years69.2281.5685%
Returns for 5 years47.5928.37168%
Returns for 10 years128.10102.73125%
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