Nicholas Equity Income Fund (NSEIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NSEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSEIX
NSEIX charges 0.70% annually. There are 117 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | NSEIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NSEIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NSEIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | NSEIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NSEIX vs VVIAX |
Best Risk-Adjusted Alternatives to NSEIX
NSEIX has a PortfoliosLab risk / return rank of 28. There are 268 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | NSEIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NSEIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | NSEIX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | NSEIX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | NSEIX vs AVLVX |
Top Performing NSEIX Alternatives (YTD)
NSEIX is at 6.11% YTD. There are 266 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | NSEIX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | NSEIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | NSEIX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | NSEIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | NSEIX vs NPRTX |
Lowest Volatility Alternatives to NSEIX
NSEIX has 10.01% 1-year volatility. There are 44 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | NSEIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | NSEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | NSEIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | NSEIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | NSEIX vs TMMAX |
Lowest Drawdown Alternatives to NSEIX
NSEIX has a 1-year max drawdown of -7.30%. There are 161 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | NSEIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NSEIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NSEIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | NSEIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NSEIX vs SVAIX |
Other Mutual Funds from Nicholas
The 4 most viewed Nicholas mutual funds shown here include NICSX, NCLEX, NCTWX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nicholas Fund | Large Cap Growth Equities | 7 | 1.46% | — | Jul 1969 | NSEIX vs NICSX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 1 | -7.51% | — | May 1987 | NSEIX vs NCLEX | |
| Nicholas II Fund | Mid Cap Growth Equities | 2 | -2.15% | — | Oct 1983 | NSEIX vs NCTWX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 81 | 32.55% | — | Jan 2019 | NSEIX vs NPSGX |
Often Compared With NSEIX
Investors most often compare NSEIX with QQQ, FXAIX, PRWAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare NSEIX with Any Fund or Stock
Compare NSEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSEIX with funds that move differently
Nicholas Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSEIX.
Explore NSEIX Diversifiers