North Square Dynamic Small Cap Fund (ORSIX) Alternatives
North Square Dynamic Small Cap Fund (ORSIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ORSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ORSIX
ORSIX charges 1.36% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among ORSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | ORSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | ORSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | ORSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | ORSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | ORSIX vs VSMAX |
Best Risk-Adjusted Alternatives to ORSIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | ORSIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | ORSIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | ORSIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | ORSIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | ORSIX vs PRSVX |
Top Performing ORSIX Alternatives (YTD)
ORSIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | ORSIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | ORSIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | ORSIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | ORSIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | ORSIX vs RIVSX |
Lowest Volatility Alternatives to ORSIX
ORSIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | ORSIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | ORSIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | ORSIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | ORSIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | ORSIX vs CSMDX |
Lowest Drawdown Alternatives to ORSIX
ORSIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | ORSIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | ORSIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | ORSIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | ORSIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | ORSIX vs BOSOX |
Other Mutual Funds from North Square
Most popular North Square mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Large Cap Blend Equities | 81 | -1.20% | Jun 28, 2013 | ORSIX vs ORDNX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 33 | -2.43% | Jan 3, 1994 | ORSIX vs ORIGX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 21 | -3.78% | Nov 16, 2009 | ORSIX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 34 | -3.49% | Feb 28, 1999 | ORSIX vs ORILX | |
| North Square Strategic Income Fund | Multisector Bonds | 93 | 0.41% | Dec 30, 2012 | ORSIX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 29 | -3.34% | Dec 3, 2020 | ORSIX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 58 | -0.06% | Dec 27, 2020 | ORSIX vs NMKBX |
Often Compared With ORSIX
What investors most often compare with ORSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | ORSIX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | ORSIX vs TNVIX |
Compare ORSIX with Any Fund or Stock
Compare ORSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.