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 44 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | NOSGX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | NOSGX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | NOSGX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | NOSGX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | NOSGX vs AVALX |
Top Performing NOSGX Alternatives (YTD)
NOSGX is at 18.41% YTD. There are 56 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | NOSGX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | NOSGX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | NOSGX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | NOSGX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | NOSGX vs WSCVX |
Lowest Volatility Alternatives to NOSGX
NOSGX has 18.07% 1-year volatility. There are 78 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | NOSGX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | NOSGX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | NOSGX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | NOSGX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | NOSGX vs ARSMX |
Lowest Drawdown Alternatives to NOSGX
NOSGX has a 1-year max drawdown of -9.07%. There are 34 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 | 74 | 10.55% | — | Mar 1994 | NOSGX vs NOIEX | |
| Northern Stock Index Fund | Large Cap Blend Equities | 65 | 9.78% | — | Oct 1996 | NOSGX vs NOSIX | |
| Northern High Yield Fixed Income Fund | High Yield Bonds | 78 | 1.53% | — | Dec 1998 | NOSGX vs NHFIX | |
| Northern Global Sustainability Index Fund | Global Equities | 52 | 8.98% | — | Mar 2008 | NOSGX vs NSRIX | |
| Northern International Equity Index Fund | Foreign Large Cap Equities | 36 | 10.93% | — | Mar 2005 | NOSGX vs NOINX | |
| Northern Small Cap Core Fund | Small Cap Blend Equities | 74 | 20.56% | — | Sep 1999 | NOSGX vs NSGRX | |
| Northern Large Cap Core Fund | Large Cap Blend Equities | 74 | 8.71% | — | Dec 2005 | NOSGX vs NOLCX | |
| Northern Bond Index Fund | Intermediate Core Bond | 16 | -0.28% | — | Feb 2007 | NOSGX vs NOBOX | |
| Northern Mid Cap Index Fund | Mid Cap Blend Equities | 51 | 15.87% | — | Mar 2005 | NOSGX vs NOMIX | |
| Northern Core Bond Fund | Intermediate Core Bond | 16 | -0.35% | — | Mar 2001 | NOSGX vs NOCBX |
Often Compared With NOSGX
Investors most often compare NOSGX with SPY, PRIDX, SCHA. These 20 comparison targets span 12 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