Nicholas Equity Income Fund (NSEIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NSEIX
NSEIX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among NSEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | NSEIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | NSEIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | NSEIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | NSEIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | NSEIX vs TILVX |
Best Risk-Adjusted Alternatives to NSEIX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | NSEIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | NSEIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | NSEIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | NSEIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | NSEIX vs VALAX |
Top Performing NSEIX Alternatives (YTD)
NSEIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | NSEIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | NSEIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | NSEIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | NSEIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | NSEIX vs HFCVX |
Lowest Volatility Alternatives to NSEIX
NSEIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | NSEIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | NSEIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | NSEIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | NSEIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | NSEIX vs ACIIX |
Lowest Drawdown Alternatives to NSEIX
NSEIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | NSEIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | NSEIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | NSEIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | NSEIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | NSEIX vs PSECX |
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 | NSEIX vs NICSX | |
| Nicholas Partners Small Cap Growth Fund | Small Cap Growth Equities | 71 | -2.13% | Jan 16, 2019 | NSEIX vs NPSGX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | NSEIX vs NCLEX | |
| Nicholas II Fund | Mid Cap Growth Equities | 2 | -10.04% | Oct 17, 1983 | NSEIX vs NCTWX |
Often Compared With NSEIX
What investors most often compare with NSEIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | NSEIX vs QQQ | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | NSEIX vs FXAIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 45 | -12.37% | Sep 30, 1985 | NSEIX vs PRWAX |
Compare NSEIX with Any Fund or Stock
Compare NSEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.