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 a closer substitute for your current allocation.
Cheapest Alternatives to NOSGX
NOSGX charges 1.00% annually. There are 54 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | NOSGX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | NOSGX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | NOSGX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | NOSGX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | NOSGX vs VRTVX |
Best Risk-Adjusted Alternatives to NOSGX
NOSGX has a PortfoliosLab risk / return rank of 71. There are 36 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | NOSGX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | NOSGX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | NOSGX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | NOSGX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | NOSGX vs TASCX |
Top Performing NOSGX Alternatives (YTD)
NOSGX is at 20.80% YTD. There are 47 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | NOSGX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | NOSGX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | NOSGX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | NOSGX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | NOSGX vs SSCVX |
Lowest Volatility Alternatives to NOSGX
NOSGX has 17.72% 1-year volatility. There are 75 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | NOSGX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | NOSGX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | NOSGX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | NOSGX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | NOSGX vs RYSEX |
Lowest Drawdown Alternatives to NOSGX
NOSGX has a 1-year max drawdown of -9.07%. There are 33 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | NOSGX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | NOSGX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | NOSGX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | NOSGX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | NOSGX vs TSLTX |
Other Mutual Funds from Northern Funds
The 10 most viewed Northern Funds mutual funds shown here include NOIEX, NOSIX, NHFIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Northern Income Equity Fund | Large Cap Value Equities | 77 | 12.82% | — | Mar 1994 | NOSGX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 66 | 11.34% | — | Oct 1996 | NOSGX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 82 | 2.18% | — | Dec 1998 | NOSGX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 55 | 10.40% | — | Mar 2008 | NOSGX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 36 | 10.47% | — | Mar 2005 | NOSGX vs NOINX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 78 | 10.85% | — | Dec 2005 | NOSGX vs NOLCX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 74 | 21.80% | — | Sep 1999 | NOSGX vs NSGRX | |
| Northern Bond Index Fund | Intermediate Core Bond | 15 | -0.35% | — | Feb 2007 | NOSGX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 40 | 15.19% | — | Mar 2005 | NOSGX vs NOMIX | |
| Northern Small Cap Index Fund | Small Cap Blend Equities | 65 | 20.69% | — | Sep 1999 | NOSGX vs NSIDX |
Often Compared With NOSGX
Investors most often compare NOSGX with SPY, PRIDX, VTWO. These 20 comparison targets span 13 categories, 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.
Pair NOSGX with funds that move differently
Northern Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NOSGX.
Explore NOSGX Diversifiers