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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$9.90
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets4.58B
Optimum Small-Mid Cap Value A
Price$13.07
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets598.18M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Aug 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 Buy and OASVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.58B vs. OASVX (598M). OASVX pays higher dividends than ASVRX: OASVX (0.70) vs ASVRX (0.41). 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 : -2.77 vs. ASVRX (-4.70). ASVRX return over 5 years is better than : 48.52 vs. OASVX (25.05).
| 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 | -2.259 | -0.684 | 330% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 598M | 766% |
| Annual Yield % from dividends | 0.41 | 0.70 | 59% |
| Returns for 1 year | -4.70 | -2.77 | 170% |
| Returns for 3 years | -1.43 | -6.02 | 24% |
| Returns for 5 years | 48.52 | 25.05 | 194% |
| Returns for 10 years | 12.92 | 8.36 | 155% |
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