Nicholas Fund (NICSX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to NICSX

NICSX charges 0.71% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among NICSX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	NICSX vs ACIHX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	NICSX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	NICSX vs SWLGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	NICSX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	NICSX vs TILIX

Best Risk-Adjusted Alternatives to NICSX

Among mutual funds in the Large 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
ONERX	One Rock Fund	87	Mar 6, 2020	NICSX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	NICSX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	NICSX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	NICSX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	NICSX vs VTMGX

Top Performing NICSX Alternatives (YTD)

NICSX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	NICSX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	NICSX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	NICSX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	NICSX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	NICSX vs AMRGX

Lowest Volatility Alternatives to NICSX

NICSX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	NICSX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	NICSX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	NICSX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	NICSX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	NICSX vs PROVX

Lowest Drawdown Alternatives to NICSX

NICSX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	NICSX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	NICSX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	NICSX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	NICSX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	NICSX vs BBLIX

Other Mutual Funds from Nicholas

Most popular Nicholas mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NPSGX	Nicholas Partners Small Cap Growth Fund	Small Cap Growth Equities	71	-2.13%	Jan 16, 2019	NICSX vs NPSGX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	0	-14.46%	May 18, 1987	NICSX vs NCLEX
NSEIX	Nicholas Equity Income Fund	Large Cap Value Equities	48	-0.77%	Nov 23, 1993	NICSX vs NSEIX
NCTWX	Nicholas II Fund	Mid Cap Growth Equities	2	-10.04%	Oct 17, 1983	NICSX vs NCTWX

Often Compared With NICSX

What investors most often compare with NICSX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	NICSX vs SPY
MPGFX	Mairs & Power Growth Fund	Large Cap Blend Equities	20	-6.75%	Nov 7, 1958	NICSX vs MPGFX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	NICSX vs VOO
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	45	-12.37%	Sep 30, 1985	NICSX vs PRWAX
VFINX	Vanguard 500 Index Fund Investor Shares	Large Cap Blend Equities	45	-7.09%	—	NICSX vs VFINX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	NICSX vs QQQ
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	NICSX vs VTSAX
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	14	-3.67%	Jan 4, 1965	NICSX vs DODGX
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	NICSX vs VUG
OPPAX	Invesco Global Fund	Global Equities	9	-13.35%	Dec 21, 1969	NICSX vs OPPAX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	28	-7.63%	Oct 20, 1998	NICSX vs NBMIX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	NICSX vs VTI
FCNTX	Fidelity Contrafund Fund	Large Cap Growth Equities	44	-8.57%	May 17, 1967	NICSX vs FCNTX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	74	-8.51%	Mar 15, 2001	NICSX vs ANFFX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	45	-6.77%	—	NICSX vs FSKAX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	5	-10.06%	Jun 30, 2000	NICSX vs GXXIX
PEOPX	BNY Mellon S&P 500 Index Fund	S&P 500	43	-7.16%	Jan 2, 1990	NICSX vs PEOPX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	39	-1.68%	Oct 17, 2002	NICSX vs IOLZX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	27	-4.70%	Feb 20, 2004	NICSX vs RYGRX

Compare NICSX with Any Fund or Stock

Compare NICSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Nicholas Fund

Symbol name