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ORSIX vs VSMAX
ORSIX vs VSMAX Comparison
Open Charts ORSIX vs VSMAX
North Square Dynamic Small Cap I
Price$16.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ORSIX vs VSMAX Comparison Chart
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VS
VS
ORSIX vs. VSMAX commentary
Nov 23, 2024
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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. ORSIX (402M). VSMAX pays higher dividends than ORSIX: VSMAX (1.42) vs ORSIX (0.15). ORSIX was incepted earlier than VSMAX: ORSIX (9 years) vs VSMAX (24 years). ORSIX is a more actively managed with annual turnover of: 188.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than ORSIX: VSMAX (3000) vs ORSIX (1000000). ORSIX annual gain was more profitable for investors over the last year : 38.21 vs. VSMAX (32.49). VSMAX return over 5 years is better than : 61.09 vs. ORSIX (30.05).
| ORSIX | VSMAX | ORSIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 21.155 | 19.265 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 151B | 0% |
| Annual Yield % from dividends | 0.15 | 1.42 | 11% |
| Returns for 1 year | 38.21 | 32.49 | 118% |
| Returns for 3 years | -15.23 | 10.66 | -143% |
| Returns for 5 years | 30.05 | 61.09 | 49% |
| Returns for 10 years | N/A | 126.80 | - |
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