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 a closer substitute for your current allocation.
Cheapest Alternatives to NCLEX
NCLEX charges 0.85% annually. There are 27 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | NCLEX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | NCLEX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | NCLEX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NCLEX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NCLEX vs VISGX |
Best Risk-Adjusted Alternatives to NCLEX
NCLEX has a PortfoliosLab risk / return rank of 2. There are 163 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | NCLEX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | NCLEX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | NCLEX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | NCLEX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | NCLEX vs NESGX |
Top Performing NCLEX Alternatives (YTD)
NCLEX is at 0.00% YTD. There are 163 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | NCLEX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | NCLEX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | NCLEX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | NCLEX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | NCLEX vs NEAGX |
Lowest Volatility Alternatives to NCLEX
NCLEX has 17.31% 1-year volatility. There are 16 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | NCLEX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | NCLEX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | NCLEX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | NCLEX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | NCLEX vs ETEGX |
Lowest Drawdown Alternatives to NCLEX
NCLEX has a 1-year max drawdown of -20.88%. There are 149 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | NCLEX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NCLEX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NCLEX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | NCLEX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NCLEX vs SGPIX |
Other Mutual Funds from Nicholas
The 4 most viewed Nicholas mutual funds shown here include NICSX, NSEIX, NCTWX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nicholas Fund | Large Cap Growth Equities | 9 | 4.33% | — | Jul 1969 | NCLEX vs NICSX | |
| Nicholas Equity Income Fund | Dividend, Large Cap Value Equities | 36 | 9.17% | — | Nov 1993 | NCLEX vs NSEIX | |
| Nicholas II Fund | Mid Cap Growth Equities | 5 | 5.91% | — | Oct 1983 | NCLEX vs NCTWX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 58 | 18.68% | — | Jan 2019 | NCLEX vs NPSGX |
Often Compared With NCLEX
Investors most often compare NCLEX with ALMAX, BUFOX, NBMIX. These 20 comparison targets span 1 categories, 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.
Pair NCLEX with funds that move differently
Nicholas Limited Edition Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCLEX.
Explore NCLEX Diversifiers