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ORSIX vs VSMAX
ORSIX vs VSMAX Comparison
Open Charts ORSIX vs VSMAX
North Square Dynamic Small Cap I
Price$13.84
Change-$0.40 (-2.81%)
VolumeN/A
Net Assets495.02M
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
ORSIX vs VSMAX Comparison Chart
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ORSIX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. ORSIX (495M). VSMAX pays higher dividends than ORSIX: VSMAX (1.56) vs ORSIX (0.15). ORSIX was incepted earlier than VSMAX: ORSIX (10 years) vs VSMAX (25 years). ORSIX (1.18) is less costly to investors than VSMAX (0.05). ORSIX is a more actively managed with annual turnover of: 174.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than ORSIX: VSMAX (3000) vs ORSIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 3.93 vs. ORSIX (-3.85). VSMAX return over 5 years is better than : 72.27 vs. ORSIX (28.62).
| ORSIX | VSMAX | ORSIX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.18 | 0.05 | 2,360% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -5.570 | -2.861 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 495M | 140B | 0% |
| Annual Yield % from dividends | 0.15 | 1.56 | 10% |
| Returns for 1 year | -3.85 | 3.93 | -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 | 96.62 | - |
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