Reinhart Genesis PMV Fund (RPMAX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RPMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RPMAX
RPMAX charges 1.20% annually. There are 129 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | RPMAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | RPMAX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | RPMAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | RPMAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | RPMAX vs VSMAX |
Best Risk-Adjusted Alternatives to RPMAX
RPMAX has a PortfoliosLab risk / return rank of 81. There are 31 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | RPMAX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | RPMAX vs WWSIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | RPMAX vs GQSCX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | RPMAX vs RIVSX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | RPMAX vs MOPIX |
Top Performing RPMAX Alternatives (YTD)
RPMAX is at 26.22% YTD. There are 12 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.59% | — | Dec 2007 | RPMAX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.28% | — | Dec 1991 | RPMAX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | RPMAX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.01% | — | Apr 1997 | RPMAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.82% | — | Apr 1997 | RPMAX vs WESCX |
Lowest Volatility Alternatives to RPMAX
RPMAX has 17.89% 1-year volatility. There are 79 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.92% | — | Nov 1996 | RPMAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.34% | 15.72B | Sep 1996 | RPMAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | RPMAX vs CSMDX | |
| DWS Small Cap Core Fund | 15.01% | — | Jul 2000 | RPMAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | RPMAX vs BOSOX |
Lowest Drawdown Alternatives to RPMAX
RPMAX has a 1-year max drawdown of -9.24%. There are 43 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | RPMAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | RPMAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | RPMAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | RPMAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | RPMAX vs SSCDX |
Other Mutual Funds from Reinhartfunds
The 1 most viewed Reinhartfunds mutual funds shown here include RPMMX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Reinhart Mid Cap PMV Fund | Mid Cap Value Equities | 9 | 6.58% | — | Jun 2012 | RPMAX vs RPMMX |
Often Compared With RPMAX
Investors most often compare RPMAX with WEMMX, HASCX, TNVIX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare RPMAX with Any Fund or Stock
Compare RPMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RPMAX with funds that move differently
Reinhart Genesis PMV Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RPMAX.
Explore RPMAX Diversifiers