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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$10.52
Change+$0.08 (+0.77%)
VolumeN/A
Net Assets5.4B
Optimum Small-Mid Cap Value A
Price$13.58
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets705.1M
ASVRX vs OASVX Comparison Chart
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ASVRX vs. OASVX commentary
Jan 19, 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: 5.4B vs. OASVX (705M). OASVX pays higher dividends than ASVRX: OASVX (1.36) vs ASVRX (0.47). ASVRX was incepted earlier than OASVX: ASVRX (15 years) vs OASVX (21 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. OASVX (17.00). OASVX has a lower initial minimum investment than ASVRX: OASVX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : 9.73 vs. OASVX (8.75). ASVRX return over 5 years is better than : 36.69 vs. OASVX (8.07).
| ASVRX | OASVX | ASVRX / OASVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 3.748 | 3.191 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.4B | 705M | 766% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | 9.73 | 8.75 | 111% |
| Returns for 3 years | 0.30 | -8.48 | -3% |
| Returns for 5 years | 36.69 | 8.07 | 454% |
| Returns for 10 years | 25.46 | 12.77 | 199% |
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