RMB Fund (RMBHX) belongs to the Large 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 RMBHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RMBHX
RMBHX charges 1.12% annually. There are 326 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | RMBHX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | RMBHX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | RMBHX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | RMBHX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | RMBHX vs TILIX |
Best Risk-Adjusted Alternatives to RMBHX
RMBHX has a PortfoliosLab risk / return rank of 27. There are 149 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | RMBHX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | RMBHX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | RMBHX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | RMBHX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | RMBHX vs FCGSX |
Top Performing RMBHX Alternatives (YTD)
RMBHX is at 7.14% YTD. There are 214 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | RMBHX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | RMBHX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | RMBHX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | RMBHX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | RMBHX vs CHASX |
Lowest Volatility Alternatives to RMBHX
RMBHX has 13.03% 1-year volatility. There are 29 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | RMBHX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | RMBHX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | RMBHX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | RMBHX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | RMBHX vs GQEPX |
Lowest Drawdown Alternatives to RMBHX
RMBHX has a 1-year max drawdown of -13.93%. There are 170 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | RMBHX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RMBHX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RMBHX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | RMBHX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | RMBHX vs DNVYX |
Other Mutual Funds from RMB Funds
The 4 most viewed RMB Funds mutual funds shown here include RMBBX, RMBPX, RMBMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RMB Small Cap Fund | Small Cap Growth Equities | — | — | — | Aug 2002 | RMBHX vs RMBBX | |
| RMB Japan Fund | Japan Equities, Asia Pacific Equities | — | — | — | Dec 2017 | RMBHX vs RMBPX | |
| RMB SMID Cap Fund | Mid Cap Growth Equities | 16 | 12.23% | — | Dec 2004 | RMBHX vs RMBMX | |
| RMB International Fund | Foreign Small & Mid Cap Equities | 48 | 13.71% | — | Dec 2017 | RMBHX vs RMBTX |
Often Compared With RMBHX
Investors most often compare RMBHX with BLUEX, ADX, ANFFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare RMBHX with Any Fund or Stock
Compare RMBHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RMBHX with funds that move differently
RMB Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMBHX.
Explore RMBHX Diversifiers