RMB Fund (RMBHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to RMBHX
RMBHX charges 1.12% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among RMBHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | RMBHX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | RMBHX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | RMBHX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | RMBHX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | RMBHX vs VIGAX |
Best Risk-Adjusted Alternatives to RMBHX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | RMBHX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | RMBHX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | RMBHX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | RMBHX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | RMBHX vs VTMGX |
Top Performing RMBHX Alternatives (YTD)
RMBHX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | RMBHX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | RMBHX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | RMBHX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | RMBHX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | RMBHX vs AMRGX |
Lowest Volatility Alternatives to RMBHX
RMBHX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | RMBHX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | RMBHX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | RMBHX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | RMBHX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | RMBHX vs PROVX |
Lowest Drawdown Alternatives to RMBHX
RMBHX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | RMBHX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | RMBHX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | RMBHX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | RMBHX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | RMBHX vs BBLIX |
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 Small Cap Fund | Small Cap Growth Equities | 10 | -3.21% | Aug 30, 2002 | RMBHX vs RMBBX | |
| RMB Japan Fund | Japan Equities | — | — | Dec 26, 2017 | RMBHX vs RMBPX | |
| RMB International Fund | Foreign Small & Mid Cap Equities | 60 | -0.66% | Dec 26, 2017 | RMBHX vs RMBTX | |
| RMB SMID Cap Fund | Mid Cap Growth Equities | 7 | -4.33% | Dec 31, 2004 | RMBHX vs RMBMX |
Compare RMBHX with Any Fund or Stock
Compare RMBHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.