RMB Mendon Financial Services Fund (RMBKX) Alternatives
RMB Mendon Financial Services Fund (RMBKX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RMBKX. 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 RMBKX
RMBKX charges 1.27% annually. Among mutual funds in the Financials Equities category, these options have the lowest expense ratios among RMBKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | Feb 4, 2004 | RMBKX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | Oct 2, 2018 | RMBKX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | Dec 10, 1981 | RMBKX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | Jun 30, 1986 | RMBKX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | Jul 29, 1985 | RMBKX vs FSLBX |
Best Risk-Adjusted Alternatives to RMBKX
Among mutual funds in the Financials 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 | |
|---|---|---|---|---|
| Gabelli Global Financial Services Fund Class AAA | 79 | Oct 1, 2018 | RMBKX vs GAFSX | |
| Gabelli Global Financial Services Fund | 78 | Oct 1, 2018 | RMBKX vs GFSIX | |
| Rydex Banking Fund | 36 | Apr 1, 1998 | RMBKX vs RYKIX | |
| Hennessy Small Cap Financial Fund | 35 | Jan 3, 1997 | RMBKX vs HSFNX | |
| John Hancock Regional Bank Fund | 29 | Jan 3, 1992 | RMBKX vs FRBAX |
Top Performing RMBKX Alternatives (YTD)
RMBKX alternatives from the Financials Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 4.20% | Aug 18, 1994 | RMBKX vs BTO | |
| Saratoga Financial Service Fund | 0.00% | Aug 1, 2000 | RMBKX vs SFPAX | |
| Hennessy Small Cap Financial Fund | -0.51% | Jan 3, 1997 | RMBKX vs HSFNX | |
| John Hancock Regional Bank Fund | -1.16% | Jan 3, 1992 | RMBKX vs FRBAX | |
| Flaherty & Crumrine Total Return Fund Inc | -3.43% | Aug 29, 2003 | RMBKX vs FLC |
Lowest Volatility Alternatives to RMBKX
RMBKX alternatives from the Financials Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 11.34% | Aug 29, 2003 | RMBKX vs FLC | |
| Gabelli Global Financial Services Fund | 15.18% | Oct 1, 2018 | RMBKX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 15.21% | Oct 1, 2018 | RMBKX vs GAFSX | |
| Saratoga Financial Service Fund | 17.62% | Aug 1, 2000 | RMBKX vs SFPAX | |
| 1919 Financial Services Fund | 18.16% | Nov 16, 1998 | RMBKX vs SBFAX |
Lowest Drawdown Alternatives to RMBKX
RMBKX alternatives from the Financials Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | -8.69% | Aug 29, 2003 | RMBKX vs FLC | |
| Fidelity Select Insurance Portfolio | -11.69% | Dec 16, 1985 | RMBKX vs FSPCX | |
| Gabelli Global Financial Services Fund | -11.92% | Oct 1, 2018 | RMBKX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -11.92% | Oct 1, 2018 | RMBKX vs GAFSX | |
| 1919 Financial Services Fund | -11.95% | Nov 16, 1998 | RMBKX vs SBFAX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 51 | -9.12% | Jan 18, 2000 | RMBKX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 68 | -3.56% | Sep 6, 1994 | RMBKX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 46 | -6.78% | Sep 6, 1994 | RMBKX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 46 | -7.06% | Jul 30, 1993 | RMBKX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 16 | -6.71% | Sep 28, 2021 | RMBKX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | -4.27% | May 30, 2011 | RMBKX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 70 | -2.99% | Dec 30, 1991 | RMBKX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 8 | 6.59% | Jul 30, 2010 | RMBKX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | -7.23% | Aug 30, 2005 | RMBKX vs BDJ | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 3.57% | Dec 20, 2012 | RMBKX vs BDMIX |
Often Compared With RMBKX
What investors most often compare with RMBKX, based on PortfoliosLab usage data.
Compare RMBKX with Any Fund or Stock
Compare RMBKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.