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ORSIX vs VSMAX
ORSIX vs VSMAX Comparison
Open Charts ORSIX vs VSMAX
North Square Dynamic Small Cap I
Price$15.29
Change+$0.13 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.88
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
ORSIX vs VSMAX Comparison Chart
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VS
VS
ORSIX vs. VSMAX commentary
Dec 25, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. ORSIX (392M). 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). VSMAX annual gain was more profitable for investors over the last year : 13.97 vs. ORSIX (9.53). VSMAX return over 5 years is better than : 48.61 vs. ORSIX (12.21).
| 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 | 9.609 | 14.128 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 167B | 0% |
| Annual Yield % from dividends | 0.15 | 1.42 | 11% |
| Returns for 1 year | 9.53 | 13.97 | 68% |
| Returns for 3 years | 16.07 | 9.42 | 171% |
| Returns for 5 years | 12.21 | 48.61 | 25% |
| Returns for 10 years | N/A | 114.48 | - |
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