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WEMMX vs. RPMAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WEMMX vs. RPMAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TETON Westwood Mighty Mites Fund (WEMMX) and Reinhart Genesis PMV Fund (RPMAX). The values are adjusted to include any dividend payments, if applicable.

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WEMMX vs. RPMAX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
WEMMX
TETON Westwood Mighty Mites Fund
6.78%11.02%3.83%13.53%-15.37%21.44%10.02%16.94%-15.14%
RPMAX
Reinhart Genesis PMV Fund
1.54%5.13%14.59%23.64%-4.00%23.59%4.18%21.69%-8.63%

Returns By Period

In the year-to-date period, WEMMX achieves a 6.78% return, which is significantly higher than RPMAX's 1.54% return.


WEMMX

1D
1.94%
1M
-6.15%
YTD
6.78%
6M
7.13%
1Y
26.70%
3Y*
10.47%
5Y*
4.38%
10Y*
8.38%

RPMAX

1D
2.53%
1M
-5.28%
YTD
1.54%
6M
3.32%
1Y
13.07%
3Y*
12.73%
5Y*
9.23%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WEMMX vs. RPMAX - Expense Ratio Comparison

WEMMX has a 1.41% expense ratio, which is higher than RPMAX's 1.20% expense ratio.


Return for Risk

WEMMX vs. RPMAX — Risk / Return Rank

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

WEMMX
WEMMX Risk / Return Rank: 7070
Overall Rank
WEMMX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
WEMMX Sortino Ratio Rank: 7272
Sortino Ratio Rank
WEMMX Omega Ratio Rank: 5757
Omega Ratio Rank
WEMMX Calmar Ratio Rank: 8484
Calmar Ratio Rank
WEMMX Martin Ratio Rank: 6666
Martin Ratio Rank

RPMAX
RPMAX Risk / Return Rank: 2525
Overall Rank
RPMAX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
RPMAX Sortino Ratio Rank: 2323
Sortino Ratio Rank
RPMAX Omega Ratio Rank: 1919
Omega Ratio Rank
RPMAX Calmar Ratio Rank: 3333
Calmar Ratio Rank
RPMAX Martin Ratio Rank: 3030
Martin Ratio Rank
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.

WEMMX vs. RPMAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TETON Westwood Mighty Mites Fund (WEMMX) and Reinhart Genesis PMV Fund (RPMAX). 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.


WEMMXRPMAXDifference

Sharpe ratio

Return per unit of total volatility

1.35

0.62

+0.73

Sortino ratio

Return per unit of downside risk

1.98

1.03

+0.95

Omega ratio

Gain probability vs. loss probability

1.25

1.13

+0.12

Calmar ratio

Return relative to maximum drawdown

2.32

1.07

+1.25

Martin ratio

Return relative to average drawdown

7.31

3.76

+3.55

WEMMX vs. RPMAX - Sharpe Ratio Comparison

The current WEMMX Sharpe Ratio is 1.35, which is higher than the RPMAX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of WEMMX and RPMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WEMMXRPMAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

0.62

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.47

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.43

+0.18

Correlation

The correlation between WEMMX and RPMAX is 0.90, 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

WEMMX vs. RPMAX - Dividend Comparison

WEMMX's dividend yield for the trailing twelve months is around 21.35%, more than RPMAX's 7.57% yield.


TTM20252024202320222021202020192018201720162015
WEMMX
TETON Westwood Mighty Mites Fund
21.35%22.80%26.79%18.86%13.60%15.44%9.23%4.11%4.16%6.44%4.61%2.35%
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%

Drawdowns

WEMMX vs. RPMAX - Drawdown Comparison

The maximum WEMMX drawdown since its inception was -42.48%, smaller than the maximum RPMAX drawdown of -45.05%. Use the drawdown chart below to compare losses from any high point for WEMMX and RPMAX.


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Drawdown Indicators


WEMMXRPMAXDifference

Max Drawdown

Largest peak-to-trough decline

-42.48%

-45.05%

+2.57%

Max Drawdown (1Y)

Largest decline over 1 year

-11.39%

-13.29%

+1.90%

Max Drawdown (5Y)

Largest decline over 5 years

-27.11%

-23.65%

-3.46%

Max Drawdown (10Y)

Largest decline over 10 years

-41.73%

Current Drawdown

Current decline from peak

-6.26%

-6.40%

+0.14%

Average Drawdown

Average peak-to-trough decline

-6.65%

-6.69%

+0.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.62%

3.78%

-0.16%

Volatility

WEMMX vs. RPMAX - Volatility Comparison

TETON Westwood Mighty Mites Fund (WEMMX) and Reinhart Genesis PMV Fund (RPMAX) have volatilities of 6.16% and 6.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WEMMXRPMAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.16%

6.11%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

12.38%

13.20%

-0.82%

Volatility (1Y)

Calculated over the trailing 1-year period

20.04%

22.49%

-2.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.89%

19.93%

-1.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.36%

22.90%

-2.54%