RMBHX vs. FSSKX

Last updated Aug 1, 2026

RMBHX (RMB Fund) and FSSKX (Fidelity Advisor Stock Selector All Cap Fund Class K) are both Large Cap Growth Equities funds. Over the past 10 years, RMBHX returned 12.47%/yr vs 14.93%/yr for FSSKX. Their correlation of 0.93 means they have usually moved in the same direction. RMBHX charges 1.12%/yr vs 0.58%/yr for FSSKX.

Performance

RMBHX vs. FSSKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RMB Fund (RMBHX) and Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RMBHX achieves a 6.32% return, which is significantly lower than FSSKX's 14.53% return. Over the past 10 years, RMBHX has underperformed FSSKX with an annualized return of 12.47%, while FSSKX has yielded a comparatively higher 14.93% 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%

FSSKX

• 1D: 1.87%
• 1M: -0.79%
• 6M: 11.55%
• YTD: 14.53%
• 1Y: 28.43%
• 3Y*: 19.77%
• 5Y*: 12.09%
• 10Y*: 14.93%
• ALL TIME*: 11.04%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FSSKX Fidelity Advisor Stock Selector All Cap Fund Class K	$0.00	$0.00	$0.00
RMBHX RMB Fund	$0.00	$0.00	$0.00

RMBHX vs. FSSKX - 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%
FSSKX Fidelity Advisor Stock Selector All Cap Fund Class K	14.53%	18.98%	19.89%	27.04%	-19.47%	23.28%	25.01%	32.33%	-8.52%	24.38%

Correlation

The correlation between RMBHX and FSSKX 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 May 9, 2008	0.93

The correlation between RMBHX and FSSKX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.

Return for Risk

RMBHX vs. FSSKX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RMBHX

RMBHX Risk / Return Rank: 28
RMBHX Sharpe Ratio Rank: 32
RMBHX Sortino Ratio Rank: 31
RMBHX Omega Ratio Rank: 31
RMBHX Calmar Ratio Rank: 21
RMBHX Martin Ratio Rank: 25

FSSKX

FSSKX Risk / Return Rank: 79
FSSKX Sharpe Ratio Rank: 76
FSSKX Sortino Ratio Rank: 72
FSSKX Omega Ratio Rank: 72
FSSKX Calmar Ratio Rank: 83
FSSKX Martin Ratio Rank: 90

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RMBHX vs. FSSKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB Fund (RMBHX) and Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX). 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	FSSKX	Difference
Sharpe ratio: Return per unit of total volatility	1.04	1.83	-0.79
Sortino ratio: Return per unit of downside risk	1.51	2.52	-1.00
Omega ratio: Gain probability vs. loss probability	1.19	1.33	-0.14
Calmar ratio: Return relative to maximum drawdown	1.01	2.85	-1.83
Martin ratio: Return relative to average drawdown	3.70	12.86	-9.16

RMBHX vs. FSSKX - Sharpe Ratio Comparison

The current RMBHX Sharpe Ratio is 1.04, which is lower than the FSSKX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of RMBHX and FSSKX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RMBHX vs. FSSKX - Drawdown Comparison

The maximum RMBHX drawdown since its inception was -70.00%, which is greater than FSSKX's maximum drawdown of -53.43%. Use the drawdown chart below to compare losses from any high point for RMBHX and FSSKX.

Drawdown Indicators

	RMBHX	FSSKX	Difference
Max Drawdown Largest peak-to-trough decline	-70.00%	-53.43%	-16.57%
Max Drawdown (1Y) Largest decline over 1 year	-13.93%	-9.20%	-4.73%
Max Drawdown (3Y) Largest decline over 3 years	-18.90%	-20.84%	+1.94%
Max Drawdown (5Y) Largest decline over 5 years	-26.38%	-25.20%	-1.18%
Max Drawdown (10Y) Largest decline over 10 years	-38.01%	-34.37%	-3.64%
Current Drawdown Current decline from peak	-1.98%	-2.30%	+0.32%
Average Drawdown Average peak-to-trough decline	-24.83%	-7.65%	-17.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.81%	2.03%	+1.78%

Volatility

RMBHX vs. FSSKX - Volatility Comparison

RMB Fund (RMBHX) has a higher volatility of 4.18% compared to Fidelity Advisor Stock Selector All Cap Fund Class K (FSSKX) at 3.73%. This indicates that RMBHX's price experiences larger fluctuations and is considered to be riskier than FSSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RMBHX	FSSKX	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%	14.28%	-0.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.23%	17.94%	-0.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.35%	18.60%	+4.75%

RMBHX vs. FSSKX - Expense Ratio Comparison

RMBHX has a 1.12% expense ratio, which is higher than FSSKX's 0.58% expense ratio.

Dividends

RMBHX vs. FSSKX - Dividend Comparison

RMBHX's dividend yield for the trailing twelve months is around 9.08%, more than FSSKX's 4.17% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FSSKX Fidelity Advisor Stock Selector All Cap Fund Class K	4.17%	4.78%	4.87%	2.11%	0.38%	1.44%	5.29%	6.17%	4.37%	3.07%	1.12%	5.23%
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

Can I hold both RMBHX and FSSKX in my portfolio?

With a correlation of 0.91, RMBHX and FSSKX 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.

Which is riskier, RMBHX or FSSKX?

RMBHX has higher volatility (4.18%) compared to FSSKX (3.73%). In terms of maximum drawdown, RMBHX dropped -70.00% vs FSSKX's -53.43%.

Which has better risk-adjusted returns?

FSSKX currently has the higher Sharpe Ratio (1.83 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.