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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
Optimum Small-Mid Cap Value A
Price$13.10
Change-$0.29 (-2.17%)
VolumeN/A
Net Assets676.26M
ASVRX vs OASVX Comparison Chart
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ASVRX vs. OASVX commentary
Feb 23, 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: 5.14B vs. OASVX (676M). OASVX pays higher dividends than ASVRX: OASVX (1.36) vs ASVRX (0.47). ASVRX was incepted earlier than OASVX: ASVRX (15 years) vs OASVX (22 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 : 1.86 vs. OASVX (1.20). ASVRX return over 5 years is better than : 35.21 vs. OASVX (7.27).
| ASVRX | OASVX | ASVRX / OASVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | -0.394 | -0.456 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 676M | 760% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | 1.86 | 1.20 | 155% |
| Returns for 3 years | 0.54 | -7.92 | -7% |
| Returns for 5 years | 35.21 | 7.27 | 484% |
| Returns for 10 years | 14.19 | 2.04 | 695% |
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