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RMBI vs WHG

Comparison between Richmond Mutual Bancorporation Inc (RMBI, Company) and Westwood Holdings Group Inc (WHG, Company).

Both RMBI and WHG are from the Financial Services sector.

5-Year PerformanceRMBI has outperformed WHG, delivering a return of +4.5% compared to +3.5%

RMBI vs WHG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
RMBI
$157M
WHG
$157M
Max Drawdown
Winner
RMBI
51.31%
WHG
87.34%
Sharpe Ratio
RMBI
0.39
Winner
WHG
0.60
5Y Beta
Winner
RMBI
0.39
WHG
0.53
Industry
RMBI
Banks - Regional
WHG
Asset Management
P/E Ratio
Winner
RMBI
12.63
WHG
21.22
Forward P/E
RMBI
N/A
WHG
24.88
PEG Ratio
RMBI
0.29
Winner
WHG
0.01
Dividend Yield
Winner
RMBI
4.07%
WHG
3.52%
5Y Dividends CAGR
RMBI
-1.03%
Winner
WHG
49.63%
5Y EPS CAGR
RMBI
9.29%
WHG
N/A
Debt to Equity
RMBI
0.00%
WHG
0.00%
Free Cash Flow Yield
RMBI
9.52%
Winner
WHG
13.36%
P/S Ratio
RMBI
3.04
Winner
WHG
1.67
P/B Ratio
Winner
RMBI
0.99
WHG
1.33

RMBI vs WHG - Historical Returns

Returns include dividend reinvestment.

1M
RMBI
+3.41%
Winner
WHG
+8.60%
3M
Winner
RMBI
+13.48%
WHG
+13.43%
6M
Winner
RMBI
+8.23%
WHG
-0.06%
1Y
RMBI
+14.65%
Winner
WHG
+17.08%
5Y(CAGR)
Winner
RMBI
+4.53%
WHG
+3.46%
10Y(CAGR)
RMBI
N/A
WHG
-6.02%
Max(CAGR)
RMBI
+4.99%
Winner
WHG
+5.27%

RMBI vs WHG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearRMBIWHG
2026+8.46%+0.68%
2025+5.62%+19.76%
2024+26.62%+19.47%
2023-7.15%+12.79%
2022-16.96%-31.63%
2021+25.09%+34.84%
2020-12.90%-49.02%
2019+16.92%-8.59%
2018N/A-45.28%
2017N/A+13.34%
2016N/A+24.04%
2015N/A-10.84%
2014N/A+4.90%
2013N/A+53.22%
2012N/A+14.35%
2011N/A-6.03%
2010N/A+11.29%
2009N/A+35.74%
2008N/A-18.47%
2007N/A+65.33%
2006N/A+35.10%
2005N/A-1.76%
2004N/A+16.61%
2003N/A+42.21%
2002N/A-17.19%

RMBI vs WHG Drawdown Comparison

The maximum drawdown for RMBI was -49.72%, occurring on May 4, 2023. Recovery took 1040 trading sessions.

The maximum drawdown for WHG was -83.72%, occurring on Oct 30, 2020. This drawdown has not yet recovered.

The current RMBI drawdown is -4.96%. The current WHG drawdown is -59.44%.

RankRMBIWHG
#1-49.72%
Mar 4, 2022 - Apr 28, 2026
-83.72%
Oct 20, 2017 - Oct 30, 2020
#2-42.79%
Dec 31, 2019 - Jul 15, 2021
-53.21%
Sep 19, 2008 - Feb 12, 2013
#3-11.38%
Apr 30, 2026 - May 15, 2026
-34.86%
Nov 3, 2014 - Dec 7, 2016
#4-6.15%
Jul 2, 2019 - Sep 16, 2019
-30.12%
Jul 9, 2007 - Oct 2, 2007
#5-3.73%
Aug 11, 2021 - Oct 4, 2021
-28.57%
Jun 13, 2002 - Aug 12, 2002
#6-3.63%
Sep 20, 2019 - Nov 18, 2019
-25.00%
Aug 12, 2002 - Jun 16, 2003
#7-3.10%
Nov 24, 2021 - Feb 2, 2022
-19.60%
Oct 25, 2007 - May 20, 2008
#8-2.90%
Jul 15, 2021 - Jul 20, 2021
-19.58%
Dec 14, 2004 - Feb 2, 2006
#9-2.41%
Oct 13, 2021 - Oct 26, 2021
-19.11%
Jul 22, 2008 - Sep 19, 2008
#10-2.10%
Nov 4, 2021 - Nov 17, 2021
-17.94%
Dec 8, 2016 - Sep 18, 2017
#11-1.97%
Oct 4, 2021 - Oct 13, 2021
-17.79%
Apr 2, 2014 - Oct 28, 2014
#12-1.94%
Nov 22, 2021 - Nov 24, 2021
-14.72%
Jul 29, 2003 - Aug 25, 2004
#13-1.92%
Feb 2, 2022 - Feb 15, 2022
-13.39%
Dec 31, 2013 - Mar 21, 2014
#14-1.90%
Nov 25, 2019 - Dec 6, 2019
-12.99%
Dec 5, 2006 - May 31, 2007
#15-1.69%
Jul 23, 2021 - Aug 6, 2021
-12.06%
May 27, 2008 - Jun 16, 2008

Correlation

Correlation between RMBI and WHG is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52
-101

Dividend Comparison (2002 - 2026)

RMBI vs WHG dividend yield comparison.

YearRMBIWHG
20262.02%1.72%
20254.27%3.49%
20243.96%4.14%
20234.87%4.77%
20223.07%5.39%
20214.86%17.41%
20201.10%2.97%
20190.00%9.72%
20180.00%8.12%
20170.00%3.84%
20160.00%3.88%
20150.00%3.97%
20140.00%2.94%
20130.00%2.65%
20120.00%3.69%
20110.00%3.89%
20100.00%4.13%
20090.00%3.38%
20080.00%4.22%
20070.00%3.06%
20060.00%5.78%
20050.00%5.98%
20040.00%5.03%
20030.00%7.08%
20020.00%0.30%

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