Schwartz Value Focused Fund (RCMFX) 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 RCMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RCMFX
RCMFX charges 1.26% annually. There are 104 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | RCMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 213.90B | Dec 2010 | RCMFX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | RCMFX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | RCMFX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | RCMFX vs SWMCX |
Best Risk-Adjusted Alternatives to RCMFX
Among 128 mutual funds in the Mid Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | RCMFX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | RCMFX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | RCMFX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | RCMFX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | RCMFX vs VSEQX |
Top Performing RCMFX Alternatives (YTD)
Among 128 mutual funds in the Mid Cap Blend Equities category with YTD return data, the top-performing alternatives shown here go as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | RCMFX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | RCMFX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | RCMFX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | RCMFX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | RCMFX vs BIGTX |
Lowest Volatility Alternatives to RCMFX
Among 129 mutual funds in the Mid Cap Blend Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | RCMFX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | RCMFX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | RCMFX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | RCMFX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | RCMFX vs BTMFX |
Lowest Drawdown Alternatives to RCMFX
Among 128 mutual funds in the Mid Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | RCMFX vs QCGDX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | RCMFX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | RCMFX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | RCMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | RCMFX vs FTSIX |
Often Compared With RCMFX
Investors most often compare RCMFX with PAGRX, SYLD, AIRR. These 18 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare RCMFX with Any Fund or Stock
Compare RCMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RCMFX with funds that move differently
Schwartz Value Focused Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RCMFX.
Explore RCMFX Diversifiers