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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$8.62
Change+$0.10 (+1.17%)
VolumeN/A
Net Assets4.26B
Optimum Small-Mid Cap Value A
Price$11.25
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets576.69M
ASVRX vs OASVX Comparison Chart
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ASVRX vs. OASVX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.27B vs. OASVX (577M). OASVX pays higher dividends than ASVRX: OASVX (0.73) vs ASVRX (0.51). 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 . ASVRX is a more actively managed with annual turnover of: 46.00 vs. OASVX (26.00). OASVX has a lower initial minimum investment than ASVRX: OASVX (1000) vs ASVRX (2500). OASVX (-12.62) and ASVRX (-13.16) have marching annual gain over last year. ASVRX return over 5 years is better than : 62.72 vs. OASVX (31.89).
| ASVRX | OASVX | ASVRX / OASVX | |
| Total Expense Ratio | 1.59 | 1.50 | 106% |
| Annual Report Gross Expense Ratio | 1.59 | 1.64 | 97% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | -15.976 | -14.514 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 577M | 739% |
| Annual Yield % from dividends | 0.51 | 0.73 | 70% |
| Returns for 1 year | -13.16 | -12.62 | 104% |
| Returns for 3 years | -12.10 | -20.60 | 59% |
| Returns for 5 years | 62.72 | 31.89 | 197% |
| Returns for 10 years | -5.15 | -13.00 | 40% |
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