RPMAX vs. VSCPX
Compare and contrast key facts about Reinhart Genesis PMV Fund (RPMAX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX).
RPMAX is managed by Reinhartfunds. It was launched on May 31, 2018. VSCPX is managed by Vanguard. It was launched on Dec 17, 2010.
Performance
RPMAX vs. VSCPX - Performance Comparison
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RPMAX vs. VSCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RPMAX Reinhart Genesis PMV Fund | 1.54% | 5.13% | 14.59% | 23.64% | -4.00% | 23.59% | 4.18% | 21.69% | -8.63% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.90% | 8.86% | 12.98% | 19.52% | -17.59% | 17.75% | 19.09% | 27.40% | -14.47% |
Returns By Period
In the year-to-date period, RPMAX achieves a 1.54% return, which is significantly lower than VSCPX's 1.90% return.
RPMAX
- 1D
- 2.53%
- 1M
- -5.28%
- YTD
- 1.54%
- 6M
- 3.32%
- 1Y
- 13.07%
- 3Y*
- 12.73%
- 5Y*
- 9.23%
- 10Y*
- —
VSCPX
- 1D
- 3.14%
- 1M
- -5.70%
- YTD
- 1.90%
- 6M
- 3.42%
- 1Y
- 19.31%
- 3Y*
- 13.03%
- 5Y*
- 5.36%
- 10Y*
- 10.51%
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RPMAX vs. VSCPX - Expense Ratio Comparison
RPMAX has a 1.20% expense ratio, which is higher than VSCPX's 0.03% expense ratio.
Return for Risk
RPMAX vs. VSCPX — Risk / Return Rank
RPMAX
VSCPX
RPMAX vs. VSCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reinhart Genesis PMV Fund (RPMAX) and Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX). 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.
| RPMAX | VSCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.91 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.41 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.38 | -0.31 |
Martin ratioReturn relative to average drawdown | 3.76 | 5.96 | -2.19 |
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
| RPMAX | VSCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.91 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.26 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.50 | -0.07 |
Correlation
The correlation between RPMAX and VSCPX 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
RPMAX vs. VSCPX - Dividend Comparison
RPMAX's dividend yield for the trailing twelve months is around 7.57%, more than VSCPX's 1.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMAX Reinhart Genesis PMV Fund | 7.57% | 7.69% | 4.32% | 2.87% | 7.00% | 4.22% | 0.06% | 0.42% | 1.28% | 0.00% | 0.00% | 0.00% |
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.35% | 1.35% | 1.32% | 1.56% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% |
Drawdowns
RPMAX vs. VSCPX - Drawdown Comparison
The maximum RPMAX drawdown since its inception was -45.05%, which is greater than VSCPX's maximum drawdown of -41.81%. Use the drawdown chart below to compare losses from any high point for RPMAX and VSCPX.
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Drawdown Indicators
| RPMAX | VSCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.05% | -41.81% | -3.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.29% | -14.29% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -28.13% | +4.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.81% | — |
Current DrawdownCurrent decline from peak | -6.40% | -6.11% | -0.29% |
Average DrawdownAverage peak-to-trough decline | -6.69% | -6.55% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 3.32% | +0.46% |
Volatility
RPMAX vs. VSCPX - Volatility Comparison
The current volatility for Reinhart Genesis PMV Fund (RPMAX) is 6.11%, while Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a volatility of 6.81%. This indicates that RPMAX experiences smaller price fluctuations and is considered to be less risky than VSCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPMAX | VSCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.11% | 6.81% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | 12.60% | +0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 21.79% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.93% | 20.74% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 21.55% | +1.35% |