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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$9.40
Change-$0.24 (-2.49%)
VolumeN/A
Net Assets4.17B
Optimum Small-Mid Cap Value A
Price$12.99
Change-$0.21 (-1.59%)
VolumeN/A
Net Assets591.52M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Oct 17, 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 ASVRX is a Hold and OASVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.17B vs. OASVX (592M). OASVX pays higher dividends than ASVRX: OASVX (0.68) vs ASVRX (0.41). ASVRX was incepted earlier than OASVX: ASVRX (16 years) vs OASVX (22 years). ASVRX (1.58) and OASVX (1.58) have similar cost to investors . OASVX is a more actively managed with annual turnover of: 117.00 vs. ASVRX (39.00). OASVX has a lower initial minimum investment than ASVRX: OASVX (1000) vs ASVRX (2500). OASVX annual gain was more profitable for investors over the last year : -8.99 vs. ASVRX (-11.92). ASVRX return over 5 years is better than : 43.22 vs. OASVX (24.36).
| ASVRX | OASVX | ASVRX / OASVX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.58 | 100% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -4.712 | 0.304 | -1,550% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 592M | 705% |
| Annual Yield % from dividends | 0.41 | 0.68 | 60% |
| Returns for 1 year | -11.92 | -8.99 | 133% |
| Returns for 3 years | 12.34 | 9.68 | 128% |
| Returns for 5 years | 43.22 | 24.36 | 177% |
| Returns for 10 years | 12.99 | 13.13 | 99% |
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