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NOSGX vs VISVX
NOSGX vs VISVX Comparison
Open Charts NOSGX vs VISVX
Northern Small Cap Value
Price$13.29
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets685.31M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
NOSGX vs VISVX Comparison Chart in %
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NOSGX vs. VISVX commentary
Jul 07, 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 VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NOSGX (685M). VISVX pays higher dividends than NOSGX: VISVX (1.99) vs NOSGX (0.89). NOSGX was incepted earlier than VISVX: NOSGX (31 years) vs VISVX (27 years). NOSGX (0.66) is less costly to investors than VISVX (0.19). NOSGX is a more actively managed with annual turnover of: 18.61 vs. VISVX (16.00). NOSGX has a lower initial minimum investment than VISVX: NOSGX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. NOSGX (-30.21). VISVX return over 5 years is better than : 94.00 vs. NOSGX (-8.09).
| NOSGX | VISVX | NOSGX / VISVX | |
| Total Expense Ratio | 0.51 | 0.19 | 268% |
| Annual Report Gross Expense Ratio | 0.66 | 0.19 | 347% |
| Fund Existence | 31 years | 27 years | - |
| Gain YTD | 2.152 | 2.024 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 54B | 1% |
| Annual Yield % from dividends | 0.89 | 1.99 | 45% |
| Returns for 1 year | -30.21 | 11.64 | -259% |
| Returns for 3 years | -24.76 | 34.76 | -71% |
| Returns for 5 years | -8.09 | 94.00 | -9% |
| Returns for 10 years | -32.45 | 96.11 | -34% |
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