Nicholas Limited Edition Fund (NCLEX) Alternatives
Nicholas Limited Edition Fund (NCLEX) belongs to the Small 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 NCLEX. 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 NCLEX
NCLEX charges 0.85% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NCLEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NCLEX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | NCLEX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | NCLEX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | NCLEX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | NCLEX vs VISGX |
Best Risk-Adjusted Alternatives to NCLEX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | NCLEX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | NCLEX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | NCLEX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | NCLEX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | NCLEX vs HRSMX |
Top Performing NCLEX Alternatives (YTD)
NCLEX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | NCLEX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | NCLEX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | NCLEX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | NCLEX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | NCLEX vs OBMCX |
Lowest Volatility Alternatives to NCLEX
NCLEX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | NCLEX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | NCLEX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | NCLEX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | NCLEX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | NCLEX vs ETEGX |
Lowest Drawdown Alternatives to NCLEX
NCLEX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | NCLEX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | NCLEX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | NCLEX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | NCLEX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | NCLEX vs CTSIX |
Other Mutual Funds from Nicholas
Most popular Nicholas mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nicholas Fund | Large Cap Growth Equities | 3 | -10.51% | Jul 14, 1969 | NCLEX vs NICSX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 71 | -2.13% | Jan 16, 2019 | NCLEX vs NPSGX | |
| Nicholas Equity Income Fund | Large Cap Value Equities | 48 | -0.77% | Nov 23, 1993 | NCLEX vs NSEIX | |
| Nicholas II Fund | Mid Cap Growth Equities | 2 | -10.04% | Oct 17, 1983 | NCLEX vs NCTWX |
Often Compared With NCLEX
What investors most often compare with NCLEX, based on PortfoliosLab usage data.
Compare NCLEX with Any Fund or Stock
Compare NCLEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.