RMBHX vs. FDSSX
RMBHX (RMB Fund) and FDSSX (Fidelity Stock Selector All Cap Fund) are both Large Cap Growth Equities funds. Over the past 10 years, RMBHX returned 12.47%/yr vs 14.84%/yr for FDSSX. Their correlation of 0.93 means they have usually moved in the same direction. RMBHX charges 1.12%/yr vs 0.68%/yr for FDSSX.
Performance
RMBHX vs. FDSSX - Performance Comparison
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Returns By Period
In the year-to-date period, RMBHX achieves a 6.32% return, which is significantly lower than FDSSX's 14.50% return. Over the past 10 years, RMBHX has underperformed FDSSX with an annualized return of 12.47%, while FDSSX has yielded a comparatively higher 14.84% annualized return.
RMBHX
- 1D
- 2.45%
- 1M
- -0.11%
- 6M
- 6.77%
- YTD
- 6.32%
- 1Y
- 16.47%
- 3Y*
- 12.20%
- 5Y*
- 6.69%
- 10Y*
- 12.47%
- ALL TIME*
- 5.86%
FDSSX
- 1D
- 1.87%
- 1M
- -0.79%
- 6M
- 11.52%
- YTD
- 14.50%
- 1Y
- 28.35%
- 3Y*
- 19.68%
- 5Y*
- 12.00%
- 10Y*
- 14.84%
- ALL TIME*
- 11.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
RMBHX RMB Fund | $0.00 | $0.00 | $0.00 |
RMBHX vs. FDSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMBHX RMB Fund | 6.32% | 12.46% | 11.98% | 21.18% | -21.12% | 29.95% | 15.94% | 37.17% | -2.84% | 22.88% |
FDSSX Fidelity Stock Selector All Cap Fund | 14.50% | 18.89% | 19.79% | 26.94% | -19.55% | 23.14% | 24.90% | 32.21% | -8.61% | 24.42% |
Correlation
The correlation between RMBHX and FDSSX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.93 |
The correlation between RMBHX and FDSSX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
RMBHX vs. FDSSX — Risk / Return Rank
RMBHX
FDSSX
RMBHX vs. FDSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RMB Fund (RMBHX) and Fidelity Stock Selector All Cap Fund (FDSSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RMBHX | FDSSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.33 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | 2.83 | -1.81 |
| Martin ratioReturn relative to average drawdown | 3.70 | 12.79 | -9.09 |
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Drawdowns
RMBHX vs. FDSSX - Drawdown Comparison
The maximum RMBHX drawdown since its inception was -70.00%, which is greater than FDSSX's maximum drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for RMBHX and FDSSX.
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Drawdown Indicators
| RMBHX | FDSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.00% | -56.77% | -13.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -9.19% | -4.74% |
Max Drawdown (3Y)Largest decline over 3 years | -18.90% | -20.86% | +1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -26.38% | -25.22% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -38.01% | -34.37% | -3.64% |
Current DrawdownCurrent decline from peak | -1.98% | -2.29% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -24.83% | -9.85% | -14.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 2.03% | +1.78% |
Volatility
RMBHX vs. FDSSX - Volatility Comparison
RMB Fund (RMBHX) has a higher volatility of 4.18% compared to Fidelity Stock Selector All Cap Fund (FDSSX) at 3.73%. This indicates that RMBHX's price experiences larger fluctuations and is considered to be riskier than FDSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMBHX | FDSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 3.73% | +0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.84% | 11.38% | -0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.54% | 14.26% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 17.90% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.35% | 18.58% | +4.77% |
RMBHX vs. FDSSX - Expense Ratio Comparison
RMBHX has a 1.12% expense ratio, which is higher than FDSSX's 0.68% expense ratio.
Dividends
RMBHX vs. FDSSX - Dividend Comparison
RMBHX's dividend yield for the trailing twelve months is around 9.08%, more than FDSSX's 4.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSSX Fidelity Stock Selector All Cap Fund | 4.18% | 4.79% | 4.83% | 2.03% | 0.36% | 0.84% | 5.22% | 6.09% | 4.46% | 3.07% | 1.04% | 5.16% |
RMBHX RMB Fund | 9.08% | 9.65% | 6.53% | 1.49% | 9.70% | 5.97% | 4.83% | 1.65% | 9.98% | 34.90% | 36.98% | 9.82% |
Frequently Asked Questions
With a correlation of 0.91, RMBHX and FDSSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RMBHX has higher volatility (4.18%) compared to FDSSX (3.73%). In terms of maximum drawdown, RMBHX dropped -70.00% vs FDSSX's -56.77%.
FDSSX currently has the higher Sharpe Ratio (1.82 vs 1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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