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NAESX vs ORSIX
NAESX vs ORSIX Comparison
Open Charts NAESX vs ORSIX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
North Square Dynamic Small Cap I
Price$14.84
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets516.57M
NAESX vs ORSIX Comparison Chart in %
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NAESX vs. ORSIX commentary
Jul 27, 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 StrongBuy and ORSIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. ORSIX (517M). NAESX pays higher dividends than ORSIX: NAESX (1.28) 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 : 8.46 vs. ORSIX (-5.23). NAESX return over 5 years is better than : 66.66 vs. ORSIX (21.87).
| 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 | 2.781 | -1.592 | -175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 517M | 29,594% |
| Annual Yield % from dividends | 1.28 | 0.14 | 897% |
| Returns for 1 year | 8.46 | -5.23 | -162% |
| Returns for 3 years | 34.15 | 40.70 | 84% |
| Returns for 5 years | 66.66 | 21.87 | 305% |
| Returns for 10 years | 114.71 | N/A | - |
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