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NOSGX vs VSCAX
NOSGX vs VSCAX Comparison
Open Charts NOSGX vs VSCAX
Northern Small Cap Value
Price$10.81
Change-$0.24 (-2.17%)
VolumeN/A
Net Assets704.42M
Invesco Small Cap Value A
Price$18.79
Change-$0.50 (-2.59%)
VolumeN/A
Net Assets6.34B
NOSGX vs VSCAX Comparison Chart
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NOSGX vs. VSCAX commentary
Apr 10, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NOSGX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. NOSGX (704M). NOSGX pays higher dividends than VSCAX: NOSGX (0.92) vs VSCAX (0.37). NOSGX was incepted earlier than VSCAX: NOSGX (31 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than NOSGX (0.66). VSCAX is a more actively managed with annual turnover of: 40.00 vs. NOSGX (18.61). VSCAX has a lower initial minimum investment than NOSGX: VSCAX (1000) vs NOSGX (2500). VSCAX annual gain was more profitable for investors over the last year : -15.52 vs. NOSGX (-43.47). VSCAX return over 5 years is better than : 116.74 vs. NOSGX (-21.78).
| NOSGX | VSCAX | NOSGX / VSCAX | |
| Total Expense Ratio | 0.51 | 1.12 | 46% |
| Annual Report Gross Expense Ratio | 0.66 | 1.12 | 59% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | -15.065 | -17.950 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 6.35B | 11% |
| Annual Yield % from dividends | 0.92 | 0.37 | 251% |
| Returns for 1 year | -43.47 | -15.52 | 280% |
| Returns for 3 years | -43.21 | 2.21 | -1,956% |
| Returns for 5 years | -21.78 | 116.74 | -19% |
| Returns for 10 years | -44.38 | -5.29 | 838% |
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