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ORSIX vs VSCPX
ORSIX vs VSCPX Comparison
Open Charts ORSIX vs VSCPX
North Square Dynamic Small Cap I
Price$14.99
Change-$0.48 (-3.10%)
VolumeN/A
Net Assets440.47M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
ORSIX vs VSCPX Comparison Chart
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ORSIX vs. VSCPX commentary
Feb 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. ORSIX (440M). VSCPX pays higher dividends than ORSIX: VSCPX (1.44) vs ORSIX (0.15). ORSIX was incepted earlier than VSCPX: ORSIX (9 years) vs VSCPX (14 years). ORSIX is a more actively managed with annual turnover of: 188.00 vs. VSCPX (12.00). 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 : 11.26 vs. ORSIX (8.77). VSCPX return over 5 years is better than : 44.50 vs. ORSIX (12.07).
| ORSIX | VSCPX | ORSIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -0.597 | -0.301 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 161B | 0% |
| Annual Yield % from dividends | 0.15 | 1.44 | 10% |
| Returns for 1 year | 8.77 | 11.26 | 78% |
| Returns for 3 years | 30.85 | 18.87 | 164% |
| Returns for 5 years | 12.07 | 44.50 | 27% |
| Returns for 10 years | N/A | 105.88 | - |
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