RMBPX vs. RMBBX

Last updated Jun 5, 2026

RMBPX (RMB Japan Fund) and RMBBX (RMB Small Cap Fund) are both mutual funds - RMBPX is a Japan Equities fund managed by RMB Funds, while RMBBX is a Small Cap Growth Equities fund managed by RMB Funds. A 0.52 correlation means they provide meaningful diversification when combined. RMBPX charges 1.30%/yr vs 1.06%/yr for RMBBX.

Performance

RMBPX vs. RMBBX - Performance Comparison

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

Returns By Period

RMBPX

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

RMBBX

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

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

RMBPX vs. RMBBX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
RMBPX RMB Japan Fund	0.00%	-0.24%	-14.03%	19.33%	-14.50%	-2.65%	13.06%	17.64%	-17.62%
RMBBX RMB Small Cap Fund	7.65%	-0.06%	15.10%	18.71%	-24.78%	24.32%	17.62%	27.51%	-8.97%

Correlation

The correlation between RMBPX and RMBBX 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 16, 2018	0.52

The correlation between RMBPX and RMBBX shifts across timeframes, from 0.37 (3 years) to 0.52 (all time), reflecting how their relationship changes across market environments.

Return for Risk

RMBPX vs. RMBBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RMB Japan Fund (RMBPX) 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.

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

Drawdowns

Volatility

RMBPX vs. RMBBX - Expense Ratio Comparison

RMBPX has a 1.30% expense ratio, which is higher than RMBBX's 1.06% expense ratio.

Dividends

RMBPX vs. RMBBX - Dividend Comparison

RMBPX has not paid dividends to shareholders, while RMBBX's dividend yield for the trailing twelve months is around 6.38%.

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

Can I hold both RMBPX and RMBBX in my portfolio?

RMBPX and RMBBX 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.