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% | 34.80B | 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 5. There are 106 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | NCTWX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 78 | — | Nov 2004 | NCTWX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | NCTWX vs MGOYX | |
| USAA Extended Market Index Fund | 66 | — | Oct 2000 | NCTWX vs USMIX | |
| Timothy Plan Aggressive Growth Fund | 66 | — | Oct 2000 | NCTWX vs TAAGX |
Top Performing NCTWX Alternatives (YTD)
NCTWX is at 5.91% YTD. There are 75 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 34.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 34.81% | — | Dec 2016 | NCTWX vs NEEIX | |
| Needham Growth Fund | 34.50% | — | Jan 1996 | NCTWX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | — | May 2007 | NCTWX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.18% | — | Oct 2000 | NCTWX vs TAAGX | |
| Kinetics Paradigm Fund | 21.61% | — | Dec 1999 | NCTWX vs WWNPX |
Lowest Volatility Alternatives to NCTWX
NCTWX has 15.43% 1-year volatility. There are 27 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.18% | — | May 2021 | NCTWX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | NCTWX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | NCTWX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | NCTWX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | NCTWX vs PMEGX |
Lowest Drawdown Alternatives to NCTWX
NCTWX has a 1-year max drawdown of -14.83%. There are 91 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | NCTWX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | NCTWX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | NCTWX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | NCTWX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | NCTWX vs FAMVX |
Other Mutual Funds from Nicholas
The 4 most viewed Nicholas mutual funds shown here include NICSX, NCLEX, NSEIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nicholas Fund | Large Cap Growth Equities | 9 | 4.33% | — | Jul 1969 | NCTWX vs NICSX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 2 | 0.00% | — | May 1987 | NCTWX vs NCLEX | |
| Nicholas Equity Income Fund | Dividend, Large Cap Value Equities | 36 | 9.17% | — | Nov 1993 | NCTWX vs NSEIX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 58 | 18.68% | — | Jan 2019 | NCTWX vs NPSGX |
Often Compared With NCTWX
Investors most often compare NCTWX with ^GSPC, VLIFX, BARAX. These 20 comparison targets span 3 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