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% | 4.94B | 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 Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | NICSX vs VRGWX |
Best Risk-Adjusted Alternatives to NICSX
NICSX has a PortfoliosLab risk / return rank of 8. There are 358 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | NICSX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | NICSX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | NICSX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | NICSX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | NICSX vs FCGSX |
Top Performing NICSX Alternatives (YTD)
NICSX is at 4.76% YTD. There are 301 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | NICSX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | NICSX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | NICSX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | NICSX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | NICSX vs CHASX |
Lowest Volatility Alternatives to NICSX
NICSX has 12.34% 1-year volatility. There are 12 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | NICSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | NICSX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | NICSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | NICSX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | NICSX vs GQEPX |
Lowest Drawdown Alternatives to NICSX
NICSX has a 1-year max drawdown of -13.20%. There are 147 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, NSEIX, NPSGX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 1 | -0.91% | — | May 1987 | NICSX vs NCLEX | |
| Nicholas Equity Income Fund | Large Cap Value Equities | 25 | 8.57% | — | Nov 1993 | NICSX vs NSEIX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 72 | 25.39% | — | Jan 2019 | NICSX vs NPSGX | |
| Nicholas II Fund | Mid Cap Growth Equities | 3 | 2.90% | — | Oct 1983 | NICSX vs NCTWX |
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