Schwartz Value Focused Fund (RCMFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RCMFX
RCMFX charges 1.26% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among RCMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | RCMFX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | RCMFX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | RCMFX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | RCMFX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | RCMFX vs VMCIX |
Best Risk-Adjusted Alternatives to RCMFX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | RCMFX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | RCMFX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | RCMFX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | RCMFX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | RCMFX vs BIGTX |
Top Performing RCMFX Alternatives (YTD)
RCMFX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | RCMFX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | RCMFX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | RCMFX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | RCMFX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | RCMFX vs FTSIX |
Lowest Volatility Alternatives to RCMFX
RCMFX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | RCMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | RCMFX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | RCMFX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | RCMFX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | RCMFX vs GABVX |
Lowest Drawdown Alternatives to RCMFX
RCMFX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | RCMFX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | RCMFX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | RCMFX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | RCMFX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | RCMFX vs KMVAX |
Often Compared With RCMFX
What investors most often compare with RCMFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Portfolio | Large Cap Blend Equities | 88 | -3.85% | Jan 2, 1990 | RCMFX vs PAGRX | |
| Cambria Shareholder Yield ETF | Mid Cap Value Equities, Dividend, Actively Managed | 58 | 9.10% | May 14, 2013 | RCMFX vs SYLD | |
| First Trust RBA American Industrial Renaissance ET... | Building & Construction | 95 | 12.74% | Mar 10, 2014 | RCMFX vs AIRR |
Compare RCMFX with Any Fund or Stock
Compare RCMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.