FSVLX vs. RMBKX
Compare and contrast key facts about Fidelity Select Fintech Portfolio (FSVLX) and RMB Mendon Financial Services Fund (RMBKX).
FSVLX is managed by Fidelity. It was launched on Dec 16, 1985. RMBKX is managed by BlackRock. It was launched on Jun 7, 1999.
Performance
FSVLX vs. RMBKX - Performance Comparison
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FSVLX vs. RMBKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | -26.09% | 0.26% | 22.04% | 24.55% | -29.75% | 22.31% | 2.25% | 34.18% | -10.51% | 23.13% |
RMBKX RMB Mendon Financial Services Fund | -0.36% | 12.84% | 17.07% | 4.56% | -19.18% | 56.40% | -5.73% | 22.82% | -17.13% | 12.17% |
Returns By Period
In the year-to-date period, FSVLX achieves a -26.09% return, which is significantly lower than RMBKX's -0.36% return. Over the past 10 years, FSVLX has underperformed RMBKX with an annualized return of 5.68%, while RMBKX has yielded a comparatively higher 9.85% annualized return.
FSVLX
- 1D
- 0.98%
- 1M
- -8.94%
- YTD
- -26.09%
- 6M
- -26.40%
- 1Y
- -22.13%
- 3Y*
- 1.24%
- 5Y*
- -3.51%
- 10Y*
- 5.68%
RMBKX
- 1D
- 0.25%
- 1M
- -3.80%
- YTD
- -0.36%
- 6M
- 10.76%
- 1Y
- 19.68%
- 3Y*
- 17.89%
- 5Y*
- 5.98%
- 10Y*
- 9.85%
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FSVLX vs. RMBKX - Expense Ratio Comparison
FSVLX has a 0.81% expense ratio, which is lower than RMBKX's 1.27% expense ratio.
Return for Risk
FSVLX vs. RMBKX — Risk / Return Rank
FSVLX
RMBKX
FSVLX vs. RMBKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Fintech Portfolio (FSVLX) and RMB Mendon Financial Services Fund (RMBKX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FSVLX | RMBKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.81 | 0.85 | -1.66 |
Sortino ratioReturn per unit of downside risk | -1.04 | 1.28 | -2.32 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.17 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | -0.75 | 1.48 | -2.23 |
Martin ratioReturn relative to average drawdown | -2.19 | 4.29 | -6.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSVLX | RMBKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.81 | 0.85 | -1.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.24 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.36 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.48 | -0.15 |
Correlation
The correlation between FSVLX and RMBKX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSVLX vs. RMBKX - Dividend Comparison
FSVLX has not paid dividends to shareholders, while RMBKX's dividend yield for the trailing twelve months is around 6.24%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSVLX Fidelity Select Fintech Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.25% | 1.93% | 1.77% | 8.59% | 1.58% | 3.84% | 10.51% |
RMBKX RMB Mendon Financial Services Fund | 6.24% | 6.22% | 1.90% | 1.29% | 17.29% | 1.35% | 0.00% | 0.85% | 5.39% | 6.63% | 1.50% | 0.00% |
Drawdowns
FSVLX vs. RMBKX - Drawdown Comparison
The maximum FSVLX drawdown since its inception was -83.84%, which is greater than RMBKX's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FSVLX and RMBKX.
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Drawdown Indicators
| FSVLX | RMBKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.84% | -55.45% | -28.39% |
Max Drawdown (1Y)Largest decline over 1 year | -30.77% | -12.67% | -18.10% |
Max Drawdown (5Y)Largest decline over 5 years | -42.62% | -44.33% | +1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -51.70% | -55.45% | +3.75% |
Current DrawdownCurrent decline from peak | -31.45% | -8.06% | -23.39% |
Average DrawdownAverage peak-to-trough decline | -25.64% | -11.19% | -14.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.55% | 4.38% | +6.17% |
Volatility
FSVLX vs. RMBKX - Volatility Comparison
Fidelity Select Fintech Portfolio (FSVLX) has a higher volatility of 7.96% compared to RMB Mendon Financial Services Fund (RMBKX) at 4.82%. This indicates that FSVLX's price experiences larger fluctuations and is considered to be riskier than RMBKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSVLX | RMBKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 4.82% | +3.14% |
Volatility (6M)Calculated over the trailing 6-month period | 17.16% | 15.55% | +1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.00% | 24.42% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.49% | 24.97% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.66% | 27.10% | -1.44% |