Nicholas II Fund (NCTWX) 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 NCTWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCTWX
NCTWX charges 0.59% annually. There are 19 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 | NCTWX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | NCTWX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | NCTWX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | NCTWX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | NCTWX vs VMFGX |
Best Risk-Adjusted Alternatives to NCTWX
NCTWX has a PortfoliosLab risk / return rank of 2. There are 144 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | NCTWX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | NCTWX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | NCTWX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | NCTWX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | NCTWX vs POAGX |
Top Performing NCTWX Alternatives (YTD)
NCTWX is at -2.15% YTD. There are 142 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | NCTWX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | NCTWX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | NCTWX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | NCTWX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | NCTWX vs OEGYX |
Lowest Volatility Alternatives to NCTWX
NCTWX has 15.28% 1-year volatility. There are 28 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 | NCTWX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | NCTWX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | NCTWX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | NCTWX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | NCTWX vs RIPIX |
Lowest Drawdown Alternatives to NCTWX
NCTWX has a 1-year max drawdown of -15.43%. There are 105 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 | NCTWX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | NCTWX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NCTWX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | NCTWX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NCTWX vs SECUX |
Other Mutual Funds from Nicholas
The 4 most viewed Nicholas mutual funds shown here include NICSX, NCLEX, NSEIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nicholas Fund | Large Cap Growth Equities | 7 | 1.46% | — | Jul 1969 | NCTWX vs NICSX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 1 | -7.51% | — | May 1987 | NCTWX vs NCLEX | |
| Nicholas Equity Income Fund | Large Cap Value Equities | 28 | 6.11% | — | Nov 1993 | NCTWX vs NSEIX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 81 | 32.55% | — | Jan 2019 | NCTWX vs NPSGX |
Often Compared With NCTWX
Investors most often compare NCTWX with ^GSPC, VLIFX, BARAX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NCTWX with Any Fund or Stock
Compare NCTWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCTWX with funds that move differently
Nicholas II Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCTWX.
Explore NCTWX Diversifiers