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NAESX vs ORSIX
NAESX vs ORSIX Comparison
Open Charts NAESX vs ORSIX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
North Square Dynamic Small Cap I
Price$15.76
Change-$0.20 (-1.25%)
VolumeN/A
Net Assets577.93M
NAESX vs ORSIX Comparison Chart in %
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NAESX vs. ORSIX commentary
Oct 09, 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 NAESX is a Buy and ORSIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. ORSIX (578M). NAESX pays higher dividends than ORSIX: NAESX (1.23) vs ORSIX (0.13). NAESX was incepted earlier than ORSIX: NAESX (65 years) vs ORSIX (10 years). ORSIX (1.18) is less costly to investors than NAESX (0.17). ORSIX is a more actively managed with annual turnover of: 168.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than ORSIX: NAESX (3000) vs ORSIX (1000000). NAESX annual gain was more profitable for investors over the last year : 10.42 vs. ORSIX (1.15). NAESX return over 5 years is better than : 58.94 vs. ORSIX (18.46).
| NAESX | ORSIX | NAESX / ORSIX | |
| Total Expense Ratio | 0.17 | 0.99 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.18 | 14% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 7.684 | 5.836 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 578M | 28,028% |
| Annual Yield % from dividends | 1.23 | 0.13 | 945% |
| Returns for 1 year | 10.42 | 1.15 | 905% |
| Returns for 3 years | 48.54 | 57.73 | 84% |
| Returns for 5 years | 58.94 | 18.46 | 319% |
| Returns for 10 years | 133.72 | 53.56 | 250% |
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