RMBMX vs. RMBBX

Last updated Jun 3, 2026

RMBMX (RMB SMID Cap Fund) and RMBBX (RMB Small Cap Fund) are both mutual funds - RMBMX is a Mid Cap Growth Equities fund managed by RMB Funds, while RMBBX is a Small Cap Growth Equities fund managed by RMB Funds. With a 0.97 correlation, they move nearly in lockstep. RMBMX charges 0.84%/yr vs 1.06%/yr for RMBBX.

Performance

RMBMX vs. RMBBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RMB SMID Cap Fund (RMBMX) and RMB Small Cap Fund (RMBBX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RMBMX

• 1D: -0.87%
• 1M: 0.70%
• YTD: 7.62%
• 6M: 6.73%
• 1Y: 13.56%
• 3Y*: 11.84%
• 5Y*: 5.21%
• 10Y*: 10.89%

RMBBX

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

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

RMBMX vs. RMBBX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RMBMX RMB SMID Cap Fund	7.62%	2.46%	10.04%	20.32%	-20.36%	28.05%	24.43%	31.74%	-5.04%	13.65%
RMBBX RMB Small Cap Fund	7.65%	-0.06%	15.10%	18.71%	-24.78%	24.32%	17.62%	27.51%	-5.47%	10.48%

Correlation

The correlation between RMBMX and RMBBX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.92
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (5Y) Calculated over the trailing 5-year period	0.96
Correlation (10Y) Calculated over the trailing 10-year period	0.97
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005	0.97

The correlation between RMBMX and RMBBX has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.

Return for Risk

RMBMX vs. RMBBX — Risk / Return Rank

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

RMBMX

RMBMX Risk / Return Rank: 12
RMBMX Sharpe Ratio Rank: 11
RMBMX Sortino Ratio Rank: 12
RMBMX Omega Ratio Rank: 10
RMBMX Calmar Ratio Rank: 13
RMBMX Martin Ratio Rank: 15

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.

RMBMX vs. RMBBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB SMID Cap Fund (RMBMX) and RMB Small Cap Fund (RMBBX). 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.

	RMBMX	RMBBX	Difference
Sharpe ratio Return per unit of total volatility	0.86	—	—
Sortino ratio Return per unit of downside risk	1.37	—	—
Omega ratio Gain probability vs. loss probability	1.16	—	—
Calmar ratio Return relative to maximum drawdown	1.25	—	—
Martin ratio Return relative to average drawdown	4.40	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	RMBMX	RMBBX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.86	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	—	—

Drawdowns

Drawdown Indicators

	RMBMX	RMBBX	Difference
Max Drawdown Largest peak-to-trough decline	-52.47%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-10.40%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.10%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-29.03%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.63%	—	—
Current Drawdown Current decline from peak	-1.63%	—	—
Average Drawdown Average peak-to-trough decline	-7.93%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.96%	—	—

Volatility

Volatility by Period

	RMBMX	RMBBX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.04%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.64%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.82%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.77%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.84%	—	—

RMBMX vs. RMBBX - Expense Ratio Comparison

RMBMX has a 0.84% expense ratio, which is lower than RMBBX's 1.06% expense ratio.

Dividends

RMBMX vs. RMBBX - Dividend Comparison

RMBMX's dividend yield for the trailing twelve months is around 18.34%, more than RMBBX's 6.38% yield.

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%
RMBMX RMB SMID Cap Fund	18.34%	19.73%	9.50%	10.12%	8.40%	5.53%	5.34%	14.27%	15.63%	14.74%	18.84%	6.38%

Frequently Asked Questions

Can I hold both RMBMX and RMBBX in my portfolio?

With a correlation of 0.92, RMBMX and RMBBX 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.