RMBBX Alternatives & Similar Mutual Funds

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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	RMBBX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	RMBBX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	RMBBX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	RMBBX vs VRTGX
VISGX	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 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	RMBBX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	RMBBX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	RMBBX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	RMBBX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	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 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	RMBBX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	RMBBX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	RMBBX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	RMBBX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	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 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	RMBBX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	RMBBX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	RMBBX vs ETEGX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	16.30%	—	Sep 1997	RMBBX vs ETMGX
NBGIX	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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	RMBBX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	RMBBX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	RMBBX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	RMBBX vs EMCAX
RFIMX	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 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RMBHX	RMB Fund	Large Cap Growth Equities	26	4.88%	—	Jun 1975	RMBBX vs RMBHX
RMBPX	RMB Japan Fund	Japan Equities	—	—	—	Dec 2017	RMBBX vs RMBPX
RMBMX	RMB SMID Cap Fund	Mid Cap Growth Equities	19	11.67%	—	Dec 2004	RMBBX vs RMBMX
RMBTX	RMB International Fund	Foreign Small & Mid Cap Equities	47	14.29%	—	Dec 2017	RMBBX vs RMBTX

Often Compared With RMBBX

Investors most often compare RMBBX with TQQQ, DMCRX, KSOAX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TQQQ	ProShares UltraPro QQQ	Leveraged Equities	53	41.43%	39.74B	Feb 2010	RMBBX vs TQQQ
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	RMBBX vs DMCRX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	RMBBX vs KSOAX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	RMBBX vs CTSIX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	RMBBX vs HRSMX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	RMBBX vs KSCOX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	RMBBX vs PXQSX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	RMBBX vs VLEOX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	RMBBX vs NCLEX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	RMBBX vs JANIX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	RMBBX vs JATTX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	59	25.84%	—	Sep 1994	RMBBX vs SSCPX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	41	13.86%	—	May 2012	RMBBX vs JGMNX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	RMBBX vs FGROX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	RMBBX vs PNSAX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	88	34.80%	—	Oct 1992	RMBBX vs HSPGX
NBGNX	Neuberger Berman Genesis Fund	Small Cap Growth Equities	10	9.74%	—	Sep 1988	RMBBX vs NBGNX
UMBHX	Carillon Scout Small Cap Fund	Small Cap Growth Equities	—	—	—	Nov 1986	RMBBX vs UMBHX

Compare RMBBX with Any Fund or Stock

Compare RMBBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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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.

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RMB Small Cap Fund (RMBBX) Alternatives