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 a closer substitute for your current allocation.
Cheapest Alternatives to NPSGX
NPSGX charges 1.13% annually. There are 95 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | NPSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | NPSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | NPSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NPSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NPSGX vs VISGX |
Best Risk-Adjusted Alternatives to NPSGX
NPSGX has a PortfoliosLab risk / return rank of 51. There are 42 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | NPSGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | NPSGX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | NPSGX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | NPSGX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | NPSGX vs DMCRX |
Top Performing NPSGX Alternatives (YTD)
NPSGX is at 17.95% YTD. There are 54 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | NPSGX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | NPSGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | NPSGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | NPSGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | NPSGX vs NEAGX |
Lowest Volatility Alternatives to NPSGX
NPSGX has 26.75% 1-year volatility. There are 135 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | NPSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | NPSGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | NPSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | NPSGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | NPSGX vs ETEGX |
Lowest Drawdown Alternatives to NPSGX
NPSGX has a 1-year max drawdown of -13.62%. There are 79 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | NPSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NPSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NPSGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | NPSGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NPSGX vs SGPIX |
Other Mutual Funds from Nicholas
The 4 most viewed Nicholas mutual funds shown here include NICSX, NCLEX, NSEIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nicholas Fund | Large Cap Growth Equities | 11 | 5.54% | — | Jul 1969 | NPSGX vs NICSX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 3 | 0.43% | — | May 1987 | NPSGX vs NCLEX | |
| Nicholas Equity Income Fund | Dividend, Large Cap Value Equities | 37 | 9.22% | — | Nov 1993 | NPSGX vs NSEIX | |
| Nicholas II Fund | Mid Cap Growth Equities | 5 | 5.84% | — | Oct 1983 | NPSGX vs NCTWX |
Often Compared With NPSGX
Investors most often compare NPSGX with ALFAX, PXQSX, KSOAX. These 17 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare NPSGX with Any Fund or Stock
Compare NPSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NPSGX with funds that move differently
Nicholas Partners Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NPSGX.
Explore NPSGX Diversifiers