Interact to see
Advertisement
Advertisement
ORSIX vs VSCIX
ORSIX vs VSCIX Comparison
Open Charts ORSIX vs VSCIX
North Square Dynamic Small Cap I
Price$13.84
Change-$0.40 (-2.81%)
VolumeN/A
Net Assets495.02M
Vanguard Small Cap Index I
Price$108.68
Change-$3.07 (-2.75%)
VolumeN/A
Net Assets139.54B
ORSIX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ORSIX vs. VSCIX commentary
May 23, 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 ORSIX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. ORSIX (495M). VSCIX pays higher dividends than ORSIX: VSCIX (1.57) vs ORSIX (0.15). ORSIX was incepted earlier than VSCIX: ORSIX (10 years) vs VSCIX (28 years). ORSIX (1.18) is less costly to investors than VSCIX (0.04). ORSIX is a more actively managed with annual turnover of: 174.00 vs. VSCIX (13.00). ORSIX has a lower initial minimum investment than VSCIX: ORSIX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 3.92 vs. ORSIX (-3.85). VSCIX return over 5 years is better than : 72.27 vs. ORSIX (28.62).
| ORSIX | VSCIX | ORSIX / VSCIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.18 | 0.04 | 2,950% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | -5.570 | -2.860 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 140B | 0% |
| Annual Yield % from dividends | 0.15 | 1.57 | 10% |
| Returns for 1 year | -3.85 | 3.92 | -98% |
| Returns for 3 years | 35.48 | 27.20 | 130% |
| Returns for 5 years | 28.62 | 72.27 | 40% |
| Returns for 10 years | N/A | 96.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement