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NOSGX vs VSCAX
NOSGX vs VSCAX Comparison
Open Charts NOSGX vs VSCAX
Northern Small Cap Value
Price$12.57
Change-$0.13 (-1.02%)
VolumeN/A
Net Assets660.39M
Invesco Small Cap Value A
Price$23.03
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets6.54B
NOSGX vs VSCAX Comparison Chart in %
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NOSGX vs. VSCAX commentary
Jun 26, 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 Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.54B vs. NOSGX (660M). 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 (26.80). 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 : 1.25 vs. NOSGX (-33.27). VSCAX return over 5 years is better than : 123.57 vs. NOSGX (-11.24).
| 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 | -2.383 | -1.744 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 660M | 6.54B | 10% |
| Annual Yield % from dividends | 0.92 | 0.37 | 250% |
| Returns for 1 year | -33.27 | 1.25 | -2,654% |
| Returns for 3 years | -28.42 | 36.00 | -79% |
| Returns for 5 years | -11.24 | 123.57 | -9% |
| Returns for 10 years | -36.95 | 11.15 | -331% |
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