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NOSGX vs VSCAX
NOSGX vs VSCAX Comparison
Open Charts NOSGX vs VSCAX
Northern Small Cap Value
Price$13.29
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets685.31M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
NOSGX vs VSCAX Comparison Chart in %
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NOSGX vs. VSCAX 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 VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. NOSGX (685M). NOSGX pays higher dividends than VSCAX: NOSGX (0.89) vs VSCAX (0.35). 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 : 5.03 vs. NOSGX (-30.21). VSCAX return over 5 years is better than : 135.31 vs. NOSGX (-8.09).
| 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 | 2.152 | 2.722 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 6.97B | 10% |
| Annual Yield % from dividends | 0.89 | 0.35 | 259% |
| Returns for 1 year | -30.21 | 5.03 | -601% |
| Returns for 3 years | -24.76 | 43.85 | -56% |
| Returns for 5 years | -8.09 | 135.31 | -6% |
| Returns for 10 years | -32.45 | 20.55 | -158% |
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