ORSIX
Price
$13.36
Change
+$0.26 (+1.98%)
Updated
Apr 24 closing price
Net Assets
438.75M
VSMAX
Price
$103.15
Change
+$2.18 (+2.16%)
Updated
Apr 24 closing price
Net Assets
143.36B
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ORSIX vs VSMAX

Header iconORSIX vs VSMAX Comparison
Open Charts ORSIX vs VSMAXBanner chart's image
North Square Dynamic Small Cap I
Price$13.36
Change+$0.26 (+1.98%)
VolumeN/A
Net Assets438.75M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
ORSIX vs VSMAX Comparison Chart
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VS
ORSIX vs. VSMAX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. ORSIX (439M). VSMAX pays higher dividends than ORSIX: VSMAX (1.52) vs ORSIX (0.15). ORSIX was incepted earlier than VSMAX: ORSIX (10 years) vs VSMAX (24 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 (12.00). 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 : -2.34 vs. ORSIX (-7.10). VSMAX return over 5 years is better than : 71.79 vs. ORSIX (29.47).
ORSIXVSMAXORSIX / VSMAX
Total Expense Ratio0.990.051,980%
Annual Report Gross Expense Ratio1.180.052,360%
Fund Existence10 years24 years-
Gain YTD-13.130-12.239107%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets439M143B0%
Annual Yield % from dividends0.151.5210%
Returns for 1 year-7.10-2.34303%
Returns for 3 years13.354.74282%
Returns for 5 years29.4771.7941%
Returns for 10 yearsN/A79.09-
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