RMB Small Cap Fund (RMBBX) Alternatives
RMB Small Cap Fund (RMBBX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RMBBX. 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 RMBBX
RMBBX charges 1.06% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among RMBBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | RMBBX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | RMBBX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | RMBBX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | RMBBX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | RMBBX vs VISGX |
Best Risk-Adjusted Alternatives to RMBBX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | RMBBX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | RMBBX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | RMBBX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | RMBBX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | RMBBX vs HRSMX |
Top Performing RMBBX Alternatives (YTD)
RMBBX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | RMBBX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | RMBBX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | RMBBX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | RMBBX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | RMBBX vs OBMCX |
Lowest Volatility Alternatives to RMBBX
RMBBX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | RMBBX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | RMBBX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | RMBBX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | RMBBX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | RMBBX vs ETEGX |
Lowest Drawdown Alternatives to RMBBX
RMBBX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | RMBBX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | RMBBX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | RMBBX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | RMBBX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | RMBBX vs CTSIX |
Other Mutual Funds from RMB Funds
Most popular RMB Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| RMB Fund | Large Cap Growth Equities | 12 | -11.79% | Jun 16, 1975 | RMBBX vs RMBHX | |
| RMB Japan Fund | Japan Equities | — | — | Dec 26, 2017 | RMBBX vs RMBPX | |
| RMB International Fund | Foreign Small & Mid Cap Equities | 60 | -0.66% | Dec 26, 2017 | RMBBX vs RMBTX | |
| RMB SMID Cap Fund | Mid Cap Growth Equities | 7 | -4.33% | Dec 31, 2004 | RMBBX vs RMBMX |
Often Compared With RMBBX
What investors most often compare with RMBBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50 | -20.81% | Feb 9, 2010 | RMBBX vs TQQQ |
Compare RMBBX with Any Fund or Stock
Compare RMBBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.