RMBBX vs. RMBMX
Compare and contrast key facts about RMB Small Cap Fund (RMBBX) and RMB SMID Cap Fund (RMBMX).
RMBBX is managed by RMB Funds. It was launched on Aug 30, 2002. RMBMX is managed by RMB Funds. It was launched on Dec 31, 2004.
Performance
RMBBX vs. RMBMX - Performance Comparison
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RMBBX vs. RMBMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMBBX RMB Small Cap Fund | -0.25% | -0.06% | 15.10% | 18.71% | -24.78% | 24.32% | 17.62% | 27.51% | -5.47% | 10.48% |
RMBMX RMB SMID Cap Fund | -1.13% | 2.46% | 10.04% | 20.32% | -20.36% | 28.05% | 24.43% | 31.74% | -5.04% | 13.65% |
Returns By Period
In the year-to-date period, RMBBX achieves a -0.25% return, which is significantly higher than RMBMX's -1.13% return. Over the past 10 years, RMBBX has underperformed RMBMX with an annualized return of 8.54%, while RMBMX has yielded a comparatively higher 10.38% annualized return.
RMBBX
- 1D
- 3.06%
- 1M
- -5.82%
- YTD
- -0.25%
- 6M
- -0.14%
- 1Y
- 7.54%
- 3Y*
- 8.63%
- 5Y*
- 2.65%
- 10Y*
- 8.54%
RMBMX
- 1D
- 3.34%
- 1M
- -6.66%
- YTD
- -1.13%
- 6M
- -2.63%
- 1Y
- 5.29%
- 3Y*
- 8.45%
- 5Y*
- 4.37%
- 10Y*
- 10.38%
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RMBBX vs. RMBMX - Expense Ratio Comparison
RMBBX has a 1.06% expense ratio, which is higher than RMBMX's 0.84% expense ratio.
Return for Risk
RMBBX vs. RMBMX — Risk / Return Rank
RMBBX
RMBMX
RMBBX vs. RMBMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RMB Small Cap Fund (RMBBX) and RMB SMID Cap Fund (RMBMX). 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.
| RMBBX | RMBMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.27 | +0.11 |
Sortino ratioReturn per unit of downside risk | 0.71 | 0.55 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.07 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.43 | +0.14 |
Martin ratioReturn relative to average drawdown | 2.36 | 1.62 | +0.74 |
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
| RMBBX | RMBMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.27 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.21 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.50 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.40 | +0.03 |
Correlation
The correlation between RMBBX and RMBMX is 0.97, 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
RMBBX vs. RMBMX - Dividend Comparison
RMBBX's dividend yield for the trailing twelve months is around 6.00%, less than RMBMX's 19.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMBBX RMB Small Cap Fund | 6.00% | 5.98% | 2.15% | 5.62% | 2.75% | 6.44% | 4.38% | 4.73% | 45.44% | 21.23% | 3.70% | 9.34% |
RMBMX RMB SMID Cap Fund | 19.96% | 19.73% | 9.50% | 10.12% | 8.40% | 5.53% | 5.34% | 14.27% | 15.63% | 14.74% | 18.84% | 6.38% |
Drawdowns
RMBBX vs. RMBMX - Drawdown Comparison
The maximum RMBBX drawdown since its inception was -55.87%, which is greater than RMBMX's maximum drawdown of -52.47%. Use the drawdown chart below to compare losses from any high point for RMBBX and RMBMX.
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Drawdown Indicators
| RMBBX | RMBMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.87% | -52.47% | -3.40% |
Max Drawdown (1Y)Largest decline over 1 year | -13.73% | -13.58% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -30.41% | -29.03% | -1.38% |
Max Drawdown (10Y)Largest decline over 10 years | -39.10% | -39.63% | +0.53% |
Current DrawdownCurrent decline from peak | -9.62% | -8.76% | -0.86% |
Average DrawdownAverage peak-to-trough decline | -8.78% | -7.97% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.59% | -0.28% |
Volatility
RMBBX vs. RMBMX - Volatility Comparison
RMB Small Cap Fund (RMBBX) and RMB SMID Cap Fund (RMBMX) have volatilities of 6.24% and 6.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMBBX | RMBMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 6.45% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 11.79% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.49% | 20.97% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 20.73% | +0.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 20.78% | +0.51% |