Nicholas Fund (NICSX) belongs to the Large 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 NICSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NICSX
NICSX charges 0.71% annually. There are 141 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | NICSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.84B | Dec 2017 | NICSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | NICSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | NICSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | NICSX vs VIGAX |
Best Risk-Adjusted Alternatives to NICSX
NICSX has a PortfoliosLab risk / return rank of 8. There are 365 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | NICSX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | NICSX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | NICSX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | NICSX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | NICSX vs VHCAX |
Top Performing NICSX Alternatives (YTD)
NICSX is at 2.40% YTD. There are 342 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | NICSX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | NICSX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | NICSX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | NICSX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | NICSX vs CTCAX |
Lowest Volatility Alternatives to NICSX
NICSX has 12.30% 1-year volatility. There are 12 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | NICSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | NICSX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | NICSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | NICSX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | NICSX vs BLUEX |
Lowest Drawdown Alternatives to NICSX
NICSX has a 1-year max drawdown of -13.20%. There are 148 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | NICSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | NICSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | NICSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | NICSX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | NICSX vs DNVYX |
Other Mutual Funds from Nicholas
The 4 most viewed Nicholas mutual funds shown here include NCLEX, NCTWX, NSEIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 1 | -6.84% | — | May 1987 | NICSX vs NCLEX | |
| Nicholas II Fund | Mid Cap Growth Equities | 2 | -1.64% | — | Oct 1983 | NICSX vs NCTWX | |
| Nicholas Equity Income Fund | Large Cap Value Equities | 26 | 5.69% | — | Nov 1993 | NICSX vs NSEIX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 79 | 30.03% | — | Jan 2019 | NICSX vs NPSGX |
Often Compared With NICSX
Investors most often compare NICSX with SPY, MPGFX, VOO. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare NICSX with Any Fund or Stock
Compare NICSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NICSX with funds that move differently
Nicholas Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NICSX.
Explore NICSX Diversifiers