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 333 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% | 5.10B | Dec 2017 | RMBHX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | RMBHX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | RMBHX vs VIGAX |
Best Risk-Adjusted Alternatives to RMBHX
RMBHX has a PortfoliosLab risk / return rank of 31. There are 206 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | RMBHX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | RMBHX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | RMBHX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | RMBHX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | RMBHX vs POGRX |
Top Performing RMBHX Alternatives (YTD)
RMBHX is at 7.00% YTD. There are 292 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | RMBHX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | RMBHX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | RMBHX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | RMBHX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | RMBHX vs FOKFX |
Lowest Volatility Alternatives to RMBHX
RMBHX has 12.46% 1-year volatility. There are 33 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | RMBHX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | RMBHX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | RMBHX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | RMBHX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | RMBHX vs AWYIX |
Lowest Drawdown Alternatives to RMBHX
RMBHX has a 1-year max drawdown of -13.93%. There are 176 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | RMBHX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | RMBHX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | RMBHX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | RMBHX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | RMBHX vs AQEIX |
Other Mutual Funds from RMB Funds
The 4 most viewed RMB Funds mutual funds shown here include RMBBX, RMBPX, RMBMX and span 4 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 | — | — | — | Dec 2017 | RMBHX vs RMBPX | |
| RMB SMID Cap Fund | Mid Cap Growth Equities | 14 | 8.47% | — | Dec 2004 | RMBHX vs RMBMX | |
| RMB International Fund | Foreign Small & Mid Cap Equities | 38 | 14.12% | — | Dec 2017 | RMBHX vs RMBTX |
Often Compared With RMBHX
Investors most often compare RMBHX with BLUEX, ADX, ANFFX. These 15 comparison targets span 2 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