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NAESX vs ORSIX
NAESX vs ORSIX Comparison
Open Charts NAESX vs ORSIX
Vanguard Small Cap Index I
Price$117.92
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
North Square Dynamic Small Cap I
Price$15.30
Change-$0.13 (-0.84%)
VolumeN/A
Net Assets539.02M
NAESX vs ORSIX Comparison Chart in %
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NAESX vs. ORSIX commentary
Aug 20, 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 NAESX is a Hold and ORSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. ORSIX (539M). NAESX pays higher dividends than ORSIX: NAESX (1.25) vs ORSIX (0.14). NAESX was incepted earlier than ORSIX: NAESX (65 years) vs ORSIX (10 years). ORSIX (1.18) is less costly to investors than NAESX (0.17). ORSIX is a more actively managed with annual turnover of: 174.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than ORSIX: NAESX (3000) vs ORSIX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.00 vs. ORSIX (-1.03). NAESX return over 5 years is better than : 59.17 vs. ORSIX (18.12).
| NAESX | ORSIX | NAESX / ORSIX | |
| Total Expense Ratio | 0.17 | 0.99 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.18 | 14% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 2.563 | 1.459 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 539M | 28,571% |
| Annual Yield % from dividends | 1.25 | 0.14 | 889% |
| Returns for 1 year | 8.00 | -1.03 | -779% |
| Returns for 3 years | 24.01 | 34.61 | 69% |
| Returns for 5 years | 59.17 | 18.12 | 327% |
| Returns for 10 years | 124.48 | N/A | - |
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