RCMFX vs. WHGMX

Last updated Jun 4, 2026

RCMFX (Schwartz Value Focused Fund) and WHGMX (Westwood Quality SMidCap Fund) are both Mid Cap Blend Equities funds. A 0.79 correlation means they provide meaningful diversification when combined. RCMFX charges 1.26%/yr vs 0.88%/yr for WHGMX.

Performance

RCMFX vs. WHGMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwartz Value Focused Fund (RCMFX) and Westwood Quality SMidCap Fund (WHGMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RCMFX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WHGMX

• 1D: 1.53%
• 1M: 2.93%
• YTD: 14.01%
• 6M: 14.88%
• 1Y: 26.38%
• 3Y*: 16.40%
• 5Y*: 8.04%
• 10Y*: 9.95%

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

RCMFX vs. WHGMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RCMFX Schwartz Value Focused Fund	0.00%	7.68%	62.73%	1.14%	21.16%	31.12%	11.68%	18.67%	-8.13%	13.71%
WHGMX Westwood Quality SMidCap Fund	14.01%	8.40%	10.41%	17.78%	-10.35%	21.39%	5.41%	29.42%	-11.70%	10.39%

Correlation

The correlation between RCMFX and WHGMX is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.52
Correlation (5Y) Calculated over the trailing 5-year period	0.64
Correlation (10Y) Calculated over the trailing 10-year period	0.69
Correlation (All Time) Calculated using the full available price history since Dec 20, 2005	0.79

The correlation between RCMFX and WHGMX shifts across timeframes, from 0.52 (3 years) to 0.79 (all time), reflecting how their relationship changes across market environments.

Return for Risk

RCMFX vs. WHGMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WHGMX

WHGMX Risk / Return Rank: 44
WHGMX Sharpe Ratio Rank: 39
WHGMX Sortino Ratio Rank: 41
WHGMX Omega Ratio Rank: 35
WHGMX Calmar Ratio Rank: 58
WHGMX Martin Ratio Rank: 47

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RCMFX vs. WHGMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwartz Value Focused Fund (RCMFX) and Westwood Quality SMidCap Fund (WHGMX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	RCMFX	WHGMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.82	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.43	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.49	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.45	—

Drawdowns

Drawdown Indicators

	RCMFX	WHGMX	Difference
Max Drawdown Largest peak-to-trough decline	—	-47.99%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.68%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-23.78%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.78%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.26%	—
Current Drawdown Current decline from peak	—	-1.22%	—
Average Drawdown Average peak-to-trough decline	—	-7.20%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.88%	—

Volatility

Volatility by Period

	RCMFX	WHGMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.05%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.54%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.50%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.84%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	20.30%	—

RCMFX vs. WHGMX - Expense Ratio Comparison

RCMFX has a 1.26% expense ratio, which is higher than WHGMX's 0.88% expense ratio.

Dividends

RCMFX vs. WHGMX - Dividend Comparison

RCMFX has not paid dividends to shareholders, while WHGMX's dividend yield for the trailing twelve months is around 4.56%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RCMFX Schwartz Value Focused Fund	0.00%	0.00%	30.02%	4.29%	0.87%	6.72%	2.45%	0.00%	2.81%	7.64%	0.00%	0.00%
WHGMX Westwood Quality SMidCap Fund	4.56%	5.19%	1.21%	2.92%	1.52%	16.39%	2.83%	11.93%	19.09%	12.12%	1.40%	7.40%

Frequently Asked Questions

Can I hold both RCMFX and WHGMX in my portfolio?

RCMFX and WHGMX have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.