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NOSGX vs VSCAX
NOSGX vs VSCAX Comparison
Open Charts NOSGX vs VSCAX
Northern Small Cap Value
Price$12.07
Change-$0.06 (-0.49%)
VolumeN/A
Net Assets683.17M
Invesco Small Cap Value A
Price$21.93
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.38B
NOSGX vs VSCAX Comparison Chart
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NOSGX vs. VSCAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.38B vs. NOSGX (683M). NOSGX pays higher dividends than VSCAX: NOSGX (0.94) vs VSCAX (0.39). 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 : -4.70 vs. NOSGX (-36.58). VSCAX return over 5 years is better than : 135.42 vs. NOSGX (-10.76).
| 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 | -4.074 | -4.254 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 6.38B | 11% |
| Annual Yield % from dividends | 0.94 | 0.39 | 244% |
| Returns for 1 year | -36.58 | -4.70 | 777% |
| Returns for 3 years | -31.49 | 27.12 | -116% |
| Returns for 5 years | -10.76 | 135.42 | -8% |
| Returns for 10 years | -36.80 | 9.82 | -375% |
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