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 a closer substitute for your current allocation.
Cheapest Alternatives to RMBMX
RMBMX charges 0.84% annually. There are 56 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | RMBMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | RMBMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | RMBMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | RMBMX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | RMBMX vs VMFGX |
Best Risk-Adjusted Alternatives to RMBMX
RMBMX has a PortfoliosLab risk / return rank of 18. There are 46 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | RMBMX vs NEEIX | |
| Needham Growth Fund | 90 | — | Jan 1996 | RMBMX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 88 | 31.20B | Aug 1995 | RMBMX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 87 | — | Oct 2000 | RMBMX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | RMBMX vs POAGX |
Top Performing RMBMX Alternatives (YTD)
RMBMX is at 11.01% YTD. There are 49 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.27% | — | Dec 2016 | RMBMX vs NEEIX | |
| Needham Growth Fund | 56.96% | — | Jan 1996 | RMBMX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.47% | — | Oct 2000 | RMBMX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.92% | — | Jul 2019 | RMBMX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 24.92% | — | Nov 2000 | RMBMX vs OEGYX |
Lowest Volatility Alternatives to RMBMX
RMBMX has 16.12% 1-year volatility. There are 37 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | RMBMX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.11% | — | May 2021 | RMBMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | RMBMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | RMBMX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.32% | — | — | RMBMX vs RIPIX |
Lowest Drawdown Alternatives to RMBMX
RMBMX has a 1-year max drawdown of -10.40%. There are 27 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | RMBMX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | RMBMX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | RMBMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | RMBMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | RMBMX vs SECUX |
Other Mutual Funds from RMB Funds
The 4 most viewed RMB Funds mutual funds shown here include RMBHX, RMBBX, RMBPX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RMB Fund | Large Cap Growth Equities | 23 | 3.78% | — | Jun 1975 | RMBMX vs RMBHX | |
| RMB Small Cap Fund | Small Cap Growth Equities | — | — | — | Aug 2002 | RMBMX vs RMBBX | |
| RMB Japan Fund | Japan Equities | — | — | — | Dec 2017 | RMBMX vs RMBPX | |
| RMB International Fund | Foreign Small & Mid Cap Equities | 46 | 12.15% | — | Dec 2017 | RMBMX vs RMBTX |
Often Compared With RMBMX
Investors most often compare RMBMX with BFGIX, FAMVX, BARIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RMBMX with Any Fund or Stock
Compare RMBMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RMBMX with funds that move differently
RMB SMID Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RMBMX.
Explore RMBMX Diversifiers