ASVRX
Price
$9.84
Change
+$0.07 (+0.72%)
Updated
Jul 25 closing price
Net Assets
4.66B
OASVX
Price
$13.19
Change
+$0.05 (+0.38%)
Updated
Jul 25 closing price
Net Assets
601.41M
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ASVRX vs OASVX

Header iconASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVXBanner chart's image
American Century Small Cap Value R
Price$9.84
Change+$0.07 (+0.72%)
VolumeN/A
Net Assets4.66B
Optimum Small-Mid Cap Value A
Price$13.19
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets601.41M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX 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 ASVRX is a StrongBuy and OASVX is a Hold.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.66B vs. OASVX (601M). OASVX pays higher dividends than ASVRX: OASVX (0.71) vs ASVRX (0.42). ASVRX was incepted earlier than OASVX: ASVRX (15 years) vs OASVX (22 years). OASVX (1.64) and ASVRX (1.59) 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 : -4.14 vs. ASVRX (-8.27). ASVRX return over 5 years is better than : 62.47 vs. OASVX (34.30).
ASVRXOASVXASVRX / OASVX
Total Expense Ratio1.591.50106%
Annual Report Gross Expense Ratio1.591.6497%
Fund Existence15 years22 years-
Gain YTD-2.8510.228-1,251%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets4.66B601M775%
Annual Yield % from dividends0.420.7159%
Returns for 1 year-8.27-4.14200%
Returns for 3 years6.112.34261%
Returns for 5 years62.4734.30182%
Returns for 10 years13.009.78133%
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