RMBBX vs. RMBPX
RMBBX (RMB Small Cap Fund) and RMBPX (RMB Japan Fund) are both mutual funds - RMBBX is a Small Cap Growth Equities fund managed by RMB Funds, while RMBPX is a Japan Equities fund managed by RMB Funds. A 0.52 correlation means they provide meaningful diversification when combined. RMBBX charges 1.06%/yr vs 1.30%/yr for RMBPX.
Performance
RMBBX vs. RMBPX - Performance Comparison
Loading charts...
Returns By Period
RMBBX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RMBPX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RMBBX vs. RMBPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RMBBX RMB Small Cap Fund | 7.65% | -0.06% | 15.10% | 18.71% | -24.78% | 24.32% | 17.62% | 27.51% | -8.61% |
RMBPX RMB Japan Fund | 0.00% | -0.24% | -14.03% | 19.33% | -14.50% | -2.65% | 13.06% | 17.64% | -17.62% |
Correlation
The correlation between RMBBX and RMBPX is 0.52, 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 | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Jan 12, 2018 | 0.52 |
The correlation between RMBBX and RMBPX shifts across timeframes, from 0.37 (3 years) to 0.52 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RMBBX vs. RMBPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RMB Small Cap Fund (RMBBX) and RMB Japan Fund (RMBPX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Loading charts...
Drawdowns
RMBBX vs. RMBPX - Drawdown Comparison
Loading charts...
Volatility
RMBBX vs. RMBPX - Volatility Comparison
Loading charts...
RMBBX vs. RMBPX - Expense Ratio Comparison
RMBBX has a 1.06% expense ratio, which is lower than RMBPX's 1.30% expense ratio.
Dividends
RMBBX vs. RMBPX - Dividend Comparison
RMBBX's dividend yield for the trailing twelve months is around 6.38%, while RMBPX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMBBX RMB Small Cap Fund | 6.38% | 5.98% | 2.15% | 5.62% | 2.75% | 6.44% | 4.38% | 4.73% | 45.44% | 21.23% | 3.70% | 9.34% |
RMBPX RMB Japan Fund | 0.00% | 0.00% | 3.28% | 4.43% | 1.04% | 8.11% | 0.29% | 1.15% | 0.36% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RMBBX and RMBPX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for RMBBX and RMBPX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer