Nicholas II Fund (NCTWX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NCTWX
NCTWX charges 0.59% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among NCTWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | NCTWX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | NCTWX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | NCTWX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NCTWX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NCTWX vs VMGMX |
Best Risk-Adjusted Alternatives to NCTWX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | NCTWX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | NCTWX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | NCTWX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | NCTWX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | NCTWX vs BFGIX |
Top Performing NCTWX Alternatives (YTD)
NCTWX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | NCTWX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | NCTWX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | NCTWX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | NCTWX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | NCTWX vs NEEGX |
Lowest Volatility Alternatives to NCTWX
NCTWX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | NCTWX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | NCTWX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | NCTWX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | NCTWX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | NCTWX vs VSNGX |
Lowest Drawdown Alternatives to NCTWX
NCTWX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | NCTWX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | NCTWX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | NCTWX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | NCTWX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | NCTWX vs VLEQX |
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 | NCTWX vs NICSX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 71 | -2.13% | Jan 16, 2019 | NCTWX vs NPSGX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | NCTWX vs NCLEX | |
| Nicholas Equity Income Fund | Large Cap Value Equities | 48 | -0.77% | Nov 23, 1993 | NCTWX vs NSEIX |
Often Compared With NCTWX
What investors most often compare with NCTWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | NCTWX vs ^GSPC | ||
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | NCTWX vs IMIDX |
Compare NCTWX with Any Fund or Stock
Compare NCTWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.