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ORSIX vs VSCPX
ORSIX vs VSCPX Comparison
Open Charts ORSIX vs VSCPX
North Square Dynamic Small Cap I
Price$13.84
Change-$0.40 (-2.81%)
VolumeN/A
Net Assets495.02M
Vanguard Small Cap Index InstlPlus
Price$313.69
Change-$8.88 (-2.75%)
VolumeN/A
Net Assets139.54B
ORSIX vs VSCPX Comparison Chart
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ORSIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. ORSIX (495M). VSCPX pays higher dividends than ORSIX: VSCPX (1.58) vs ORSIX (0.15). ORSIX was incepted earlier than VSCPX: ORSIX (10 years) vs VSCPX (14 years). ORSIX (1.18) is less costly to investors than VSCPX (0.03). ORSIX is a more actively managed with annual turnover of: 174.00 vs. VSCPX (13.00). ORSIX has a lower initial minimum investment than VSCPX: ORSIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 3.92 vs. ORSIX (-3.85). VSCPX return over 5 years is better than : 72.29 vs. ORSIX (28.62).
| ORSIX | VSCPX | ORSIX / VSCPX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.18 | 0.03 | 3,933% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -5.570 | -2.855 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 140B | 0% |
| Annual Yield % from dividends | 0.15 | 1.58 | 10% |
| Returns for 1 year | -3.85 | 3.92 | -98% |
| Returns for 3 years | 35.48 | 27.22 | 130% |
| Returns for 5 years | 28.62 | 72.29 | 40% |
| Returns for 10 years | N/A | 96.72 | - |
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