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 a closer substitute for your current allocation.
Cheapest Alternatives to RMBBX
RMBBX charges 1.06% annually. There are 79 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | RMBBX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | RMBBX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | RMBBX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | RMBBX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | RMBBX vs VISGX |
Best Risk-Adjusted Alternatives to RMBBX
Among 165 mutual funds in the Small Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | RMBBX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | RMBBX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | RMBBX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | RMBBX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | RMBBX vs OBMCX |
Top Performing RMBBX Alternatives (YTD)
Among 165 mutual funds in the Small Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | RMBBX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | RMBBX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | RMBBX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | RMBBX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | RMBBX vs OBMCX |
Lowest Volatility Alternatives to RMBBX
Among 166 mutual funds in the Small Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | RMBBX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | RMBBX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | RMBBX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | RMBBX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | RMBBX vs NBGIX |
Lowest Drawdown Alternatives to RMBBX
Among 165 mutual funds in the Small Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | RMBBX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | RMBBX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | RMBBX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | RMBBX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | RMBBX vs RFIMX |
Other Mutual Funds from RMB Funds
The 4 most viewed RMB Funds mutual funds shown here include RMBHX, RMBPX, RMBMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RMB Fund | Large Cap Growth Equities | 31 | 8.47% | — | Jun 1975 | RMBBX vs RMBHX | |
| RMB Japan Fund | Japan Equities, Asia Pacific Equities | — | — | — | Dec 2017 | RMBBX vs RMBPX | |
| RMB SMID Cap Fund | Mid Cap Growth Equities | 21 | 12.79% | — | Dec 2004 | RMBBX vs RMBMX | |
| RMB International Fund | Foreign Small & Mid Cap Equities | 55 | 14.04% | — | Dec 2017 | RMBBX vs RMBTX |
Often Compared With RMBBX
Investors most often compare RMBBX with TQQQ, KSOAX, CTSIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RMBBX with Any Fund or Stock
Compare RMBBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RMBBX with funds that move differently
RMB Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMBBX.
Explore RMBBX Diversifiers