RMB SMID Cap Fund (RMBMX) Alternatives
RMB SMID Cap Fund (RMBMX) belongs to the Mid 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 RMBMX. 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 RMBMX
RMBMX charges 0.84% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among RMBMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | RMBMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | RMBMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | RMBMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | RMBMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | RMBMX vs VMGMX |
Best Risk-Adjusted Alternatives to RMBMX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | RMBMX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | RMBMX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | RMBMX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | RMBMX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | RMBMX vs BFGIX |
Top Performing RMBMX Alternatives (YTD)
RMBMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | RMBMX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | RMBMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | RMBMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | RMBMX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | RMBMX vs NEEGX |
Lowest Volatility Alternatives to RMBMX
RMBMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | RMBMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | RMBMX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | RMBMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | RMBMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | RMBMX vs VSNGX |
Lowest Drawdown Alternatives to RMBMX
RMBMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | RMBMX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | RMBMX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | RMBMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | RMBMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | RMBMX vs VLEQX |
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 Fund | Large Cap Growth Equities | 12 | -11.79% | Jun 16, 1975 | RMBMX vs RMBHX | |
| RMB Small Cap Fund | Small Cap Growth Equities | 10 | -3.21% | Aug 30, 2002 | RMBMX vs RMBBX | |
| RMB Japan Fund | Japan Equities | — | — | Dec 26, 2017 | RMBMX vs RMBPX | |
| RMB International Fund | Foreign Small & Mid Cap Equities | 60 | -0.66% | Dec 26, 2017 | RMBMX vs RMBTX |
Compare RMBMX with Any Fund or Stock
Compare RMBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.