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ORSIX vs VSMAX
ORSIX vs VSMAX Comparison
Open Charts ORSIX vs VSMAX
North Square Dynamic Small Cap I
Price$13.10
Change-$0.95 (-6.76%)
VolumeN/A
Net Assets422.74M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
ORSIX vs VSMAX Comparison Chart
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ORSIX vs. VSMAX commentary
Apr 04, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. ORSIX (423M). 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 : 1.20 vs. ORSIX (-2.97). VSMAX return over 5 years is better than : 115.95 vs. ORSIX (62.63).
| 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 | 24 years | - |
| Gain YTD | -6.830 | -5.824 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 153B | 0% |
| Annual Yield % from dividends | 0.15 | 1.52 | 10% |
| Returns for 1 year | -2.97 | 1.20 | -247% |
| Returns for 3 years | 14.92 | 6.53 | 229% |
| Returns for 5 years | 62.63 | 115.95 | 54% |
| Returns for 10 years | N/A | 91.10 | - |