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ORSIX vs VSMAX
ORSIX vs VSMAX Comparison
Open Charts ORSIX vs VSMAX
North Square Dynamic Small Cap I
Price$14.15
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets491.97M
Vanguard Small Cap Index Admiral Shares
Price$111.34
Change+$1.31 (+1.19%)
VolumeN/A
Net Assets147.56B
ORSIX vs VSMAX Comparison Chart in %
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ORSIX vs. VSMAX commentary
Jun 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. ORSIX (492M). VSMAX pays higher dividends than ORSIX: VSMAX (1.48) 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 : 6.61 vs. ORSIX (-1.75). VSMAX return over 5 years is better than : 59.06 vs. ORSIX (20.30).
| 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 | -6.830 | -4.364 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 492M | 148B | 0% |
| Annual Yield % from dividends | 0.15 | 1.48 | 10% |
| Returns for 1 year | -1.75 | 6.61 | -26% |
| Returns for 3 years | 41.67 | 34.66 | 120% |
| Returns for 5 years | 20.30 | 59.06 | 34% |
| Returns for 10 years | N/A | 91.66 | - |
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