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 a closer substitute for your current allocation.
Cheapest Alternatives to RMBKX
RMBKX charges 1.27% annually. There are 16 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.10% | 13.70B | Feb 2004 | RMBKX vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | RMBKX vs FIKBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | RMBKX vs FIDSX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | RMBKX vs FSRBX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | RMBKX vs FSLBX |
Best Risk-Adjusted Alternatives to RMBKX
RMBKX has a PortfoliosLab risk / return rank of 33. There are 2 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 60.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 60 | — | Oct 2018 | RMBKX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 57 | — | Oct 2018 | RMBKX vs GAFSX | |
| Hennessy Small Cap Financial Fund | 20 | — | Jan 1997 | RMBKX vs HSFNX | |
| Rydex Banking Fund | 19 | — | Apr 1998 | RMBKX vs RYKIX | |
| John Hancock Regional Bank Fund | 16 | — | Jan 1992 | RMBKX vs FRBAX |
Top Performing RMBKX Alternatives (YTD)
RMBKX is at 7.43% YTD. No mutual funds in the Financials Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 6.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 6.75% | — | Aug 1994 | RMBKX vs BTO | |
| John Hancock Regional Bank Fund | 5.96% | — | Jan 1992 | RMBKX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 5.58% | — | Jan 1997 | RMBKX vs HSFNX | |
| Gabelli Global Financial Services Fund | 4.31% | — | Oct 2018 | RMBKX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 4.26% | — | Oct 2018 | RMBKX vs GAFSX |
Lowest Volatility Alternatives to RMBKX
RMBKX has 20.87% 1-year volatility. There are 22 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.22% | — | Aug 2003 | RMBKX vs FLC | |
| Saratoga Financial Service Fund | 10.05% | — | Aug 2000 | RMBKX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.69% | — | Oct 2018 | RMBKX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.74% | — | Oct 2018 | RMBKX vs GAFSX | |
| Rydex Financial Services Fund | 13.91% | — | Apr 1998 | RMBKX vs RYFIX |
Lowest Drawdown Alternatives to RMBKX
RMBKX has a 1-year max drawdown of -9.48%. There are 4 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | RMBKX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | RMBKX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | RMBKX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | RMBKX vs GAFSX | |
| Fidelity Select Insurance Portfolio | -10.37% | — | Dec 1985 | RMBKX vs FSPCX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VTMFX, VTCLX and span 9 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | RMBKX vs NASDX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | RMBKX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | RMBKX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | RMBKX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | RMBKX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | RMBKX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | RMBKX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | RMBKX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | RMBKX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | RMBKX vs BDJ |
Often Compared With RMBKX
Investors most often compare RMBKX with MERDX, SPY, SBFAX. These 16 comparison targets span 3 categories, 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.
Pair RMBKX with funds that move differently
RMB Mendon Financial Services Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMBKX.
Explore RMBKX Diversifiers