Northern Small Cap Value Fund (NOSGX) Alternatives
Northern Small Cap Value Fund (NOSGX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NOSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NOSGX
NOSGX charges 1.00% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among NOSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | NOSGX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | NOSGX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NOSGX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | NOSGX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | NOSGX vs VSMVX |
Best Risk-Adjusted Alternatives to NOSGX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | NOSGX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | NOSGX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | NOSGX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | NOSGX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | NOSGX vs MMEYX |
Top Performing NOSGX Alternatives (YTD)
NOSGX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | NOSGX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | NOSGX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | NOSGX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | NOSGX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | NOSGX vs MMEYX |
Lowest Volatility Alternatives to NOSGX
NOSGX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | NOSGX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | NOSGX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | NOSGX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | NOSGX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | NOSGX vs TASCX |
Lowest Drawdown Alternatives to NOSGX
NOSGX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | NOSGX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | NOSGX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | NOSGX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | NOSGX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | NOSGX vs JMCRX |
Other Mutual Funds from Northern Funds
Most popular Northern Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 50 | -4.59% | Mar 31, 1994 | NOSGX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 40 | -7.06% | Oct 7, 1996 | NOSGX vs NOSIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 59 | -1.88% | Mar 22, 2005 | NOSGX vs NOINX | |
| Northern Global Sustainability Index Fund | Global Equities | 52 | -7.28% | Mar 4, 2008 | NOSGX vs NSRIX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 40 | -0.95% | Sep 30, 1999 | NOSGX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 58 | -6.06% | Dec 16, 2005 | NOSGX vs NOLCX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | -0.85% | Dec 31, 1998 | NOSGX vs NHFIX | |
| Northern Bond Index Fund | Intermediate Core Bond | 51 | -0.24% | Feb 27, 2007 | NOSGX vs NOBOX | |
| Northern Tax-Advantaged U-S Fixed Income | Ultrashort Bond | 97 | 0.57% | Jun 18, 2009 | NOSGX vs NTAUX | |
| Northern Core Bond Fund | Intermediate Core Bond | 55 | -0.20% | Mar 29, 2001 | NOSGX vs NOCBX |
Often Compared With NOSGX
What investors most often compare with NOSGX, based on PortfoliosLab usage data.
Compare NOSGX with Any Fund or Stock
Compare NOSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.