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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
Optimum Small-Mid Cap Value A
Price$13.14
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets602.58M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. OASVX (603M). 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 : 1.20 vs. ASVRX (-1.10). ASVRX return over 5 years is better than : 67.04 vs. OASVX (39.08).
| 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 | -2.555 | -0.152 | 1,681% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 603M | 797% |
| Annual Yield % from dividends | 0.42 | 0.71 | 59% |
| Returns for 1 year | -1.10 | 1.20 | -92% |
| Returns for 3 years | 11.16 | 5.28 | 212% |
| Returns for 5 years | 67.04 | 39.08 | 172% |
| Returns for 10 years | 10.24 | 4.10 | 250% |
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