iShares Russell Mid-Cap Index Fund (BRMKX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRMKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRMKX
BRMKX charges 0.06% annually. There are 11 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | BRMKX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | BRMKX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | BRMKX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | BRMKX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | BRMKX vs VEMPX |
Best Risk-Adjusted Alternatives to BRMKX
BRMKX has a PortfoliosLab risk / return rank of 53. There are 53 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | BRMKX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | BRMKX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | BRMKX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | BRMKX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | BRMKX vs FTHMX |
Top Performing BRMKX Alternatives (YTD)
BRMKX is at 14.65% YTD. There are 53 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | BRMKX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | BRMKX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | BRMKX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | BRMKX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | BRMKX vs HDPMX |
Lowest Volatility Alternatives to BRMKX
BRMKX has 13.72% 1-year volatility. There are 25 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | BRMKX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | BRMKX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | BRMKX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | BRMKX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | BRMKX vs RSINX |
Lowest Drawdown Alternatives to BRMKX
BRMKX has a 1-year max drawdown of -8.17%. There are 20 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | BRMKX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | BRMKX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | BRMKX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | BRMKX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | BRMKX vs DNLDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
Often Compared With BRMKX
Investors most often compare BRMKX with HLGEX, OEGYX, VOO. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare BRMKX with Any Fund or Stock
Compare BRMKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRMKX with funds that move differently
iShares Russell Mid-Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRMKX.
Explore BRMKX Diversifiers