RMBHX vs. VIGIX

Last updated Apr 1, 2026

Compare and contrast key facts about RMB Fund (RMBHX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).

RMBHX is managed by RMB Funds. It was launched on Jun 16, 1975. VIGIX is managed by Vanguard. It was launched on May 14, 1998.

Performance

RMBHX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RMB Fund (RMBHX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

RMBHX vs. VIGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RMBHX RMB Fund	-11.79%	12.46%	11.98%	21.18%	-21.12%	29.95%	15.94%	37.17%	-2.84%	22.88%
VIGIX Vanguard Growth Index Fund Institutional Shares	-13.83%	19.44%	32.68%	46.77%	-33.13%	27.27%	40.19%	37.26%	-3.34%	27.81%

Returns By Period

In the year-to-date period, RMBHX achieves a -11.79% return, which is significantly higher than VIGIX's -13.83% return. Over the past 10 years, RMBHX has underperformed VIGIX with an annualized return of 10.97%, while VIGIX has yielded a comparatively higher 15.58% annualized return.

RMBHX

• 1D: 0.16%
• 1M: -8.00%
• YTD: -11.79%
• 6M: -7.76%
• 1Y: 5.06%
• 3Y*: 8.06%
• 5Y*: 5.38%
• 10Y*: 10.97%

VIGIX

• 1D: -0.57%
• 1M: -8.83%
• YTD: -13.83%
• 6M: -12.31%
• 1Y: 13.73%
• 3Y*: 19.57%
• 5Y*: 10.94%
• 10Y*: 15.58%

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

RMBHX vs. VIGIX - Expense Ratio Comparison

RMBHX has a 1.12% expense ratio, which is higher than VIGIX's 0.04% expense ratio.

RMBHX

RMB Fund

VIGIX

Vanguard Growth Index Fund Institutional Shares

Return for Risk

RMBHX vs. VIGIX — Risk / Return Rank

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

RMBHX

RMBHX Risk / Return Rank: 12
RMBHX Sharpe Ratio Rank: 12
RMBHX Sortino Ratio Rank: 13
RMBHX Omega Ratio Rank: 13
RMBHX Calmar Ratio Rank: 10
RMBHX Martin Ratio Rank: 11

VIGIX

VIGIX Risk / Return Rank: 26
VIGIX Sharpe Ratio Rank: 26
VIGIX Sortino Ratio Rank: 30
VIGIX Omega Ratio Rank: 29
VIGIX Calmar Ratio Rank: 23
VIGIX Martin Ratio Rank: 22

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.

RMBHX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB Fund (RMBHX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.

	RMBHX	VIGIX	Difference
Sharpe ratio Return per unit of total volatility	0.30	0.61	-0.31
Sortino ratio Return per unit of downside risk	0.57	1.04	-0.47
Omega ratio Gain probability vs. loss probability	1.08	1.15	-0.07
Calmar ratio Return relative to maximum drawdown	0.23	0.66	-0.43
Martin ratio Return relative to average drawdown	0.88	2.38	-1.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RMBHX vs. VIGIX - Sharpe Ratio Comparison

The current RMBHX Sharpe Ratio is 0.30, which is lower than the VIGIX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of RMBHX and VIGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	RMBHX	VIGIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.30	0.61	-0.31
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.32	0.49	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.47	0.73	-0.25
Sharpe Ratio (All Time) Calculated using the full available price history	0.26	0.43	-0.17

Correlation

The correlation between RMBHX and VIGIX is 0.92, 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

RMBHX vs. VIGIX - Dividend Comparison

RMBHX's dividend yield for the trailing twelve months is around 10.94%, more than VIGIX's 0.47% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RMBHX RMB Fund	10.94%	9.65%	6.53%	1.49%	9.70%	5.97%	4.83%	1.65%	9.98%	34.90%	36.98%	9.82%
VIGIX Vanguard Growth Index Fund Institutional Shares	0.47%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.15%	1.40%	1.31%

Drawdowns

RMBHX vs. VIGIX - Drawdown Comparison

The maximum RMBHX drawdown since its inception was -70.00%, which is greater than VIGIX's maximum drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for RMBHX and VIGIX.

Drawdown Indicators

	RMBHX	VIGIX	Difference
Max Drawdown Largest peak-to-trough decline	-70.00%	-56.95%	-13.05%
Max Drawdown (1Y) Largest decline over 1 year	-13.93%	-16.51%	+2.58%
Max Drawdown (5Y) Largest decline over 5 years	-26.38%	-35.62%	+9.24%
Max Drawdown (10Y) Largest decline over 10 years	-38.01%	-35.62%	-2.39%
Current Drawdown Current decline from peak	-13.79%	-16.51%	+2.72%
Average Drawdown Average peak-to-trough decline	-25.09%	-16.36%	-8.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.68%	4.56%	-0.88%

Volatility

RMBHX vs. VIGIX - Volatility Comparison

The current volatility for RMB Fund (RMBHX) is 4.28%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 5.52%. This indicates that RMBHX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RMBHX	VIGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.28%	5.52%	-1.24%
Volatility (6M) Calculated over the trailing 6-month period	9.32%	12.10%	-2.78%
Volatility (1Y) Calculated over the trailing 1-year period	18.10%	22.69%	-4.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.02%	22.30%	-5.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.28%	21.49%	+1.79%