Nicholas Partners Small Cap Growth Fund (NPSGX) Alternatives
Nicholas Partners Small Cap Growth Fund (NPSGX) belongs to the Small 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 NPSGX. 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 NPSGX
NPSGX charges 1.13% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NPSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NPSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | NPSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | NPSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | NPSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | NPSGX vs VISGX |
Best Risk-Adjusted Alternatives to NPSGX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | NPSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | NPSGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | NPSGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | NPSGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | NPSGX vs HRSMX |
Top Performing NPSGX Alternatives (YTD)
NPSGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | NPSGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | NPSGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | NPSGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | NPSGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | NPSGX vs OBMCX |
Lowest Volatility Alternatives to NPSGX
NPSGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | NPSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | NPSGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | NPSGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | NPSGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | NPSGX vs ETEGX |
Lowest Drawdown Alternatives to NPSGX
NPSGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | NPSGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | NPSGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | NPSGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | NPSGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | NPSGX vs CTSIX |
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 | NPSGX vs NICSX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | NPSGX vs NCLEX | |
| Nicholas Equity Income Fund | Large Cap Value Equities | 48 | -0.77% | Nov 23, 1993 | NPSGX vs NSEIX | |
| Nicholas II Fund | Mid Cap Growth Equities | 2 | -10.04% | Oct 17, 1983 | NPSGX vs NCTWX |
Often Compared With NPSGX
What investors most often compare with NPSGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | NPSGX vs PNSAX |
Compare NPSGX with Any Fund or Stock
Compare NPSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.