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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$9.86
Change-$0.09 (-0.90%)
VolumeN/A
Net Assets4.36B
Optimum Small-Mid Cap Value A
Price$13.18
Change-$0.14 (-1.05%)
VolumeN/A
Net Assets599.35M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Sep 26, 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: 4.36B vs. OASVX (599M). OASVX pays higher dividends than ASVRX: OASVX (0.68) vs ASVRX (0.39). ASVRX was incepted earlier than OASVX: ASVRX (16 years) vs OASVX (22 years). ASVRX (1.58) and OASVX (1.58) 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 : -5.11 vs. ASVRX (-5.74). ASVRX return over 5 years is better than : 62.54 vs. OASVX (36.69).
| ASVRX | OASVX | ASVRX / OASVX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.58 | 100% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -1.648 | 1.216 | -136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 599M | 728% |
| Annual Yield % from dividends | 0.39 | 0.68 | 57% |
| Returns for 1 year | -5.74 | -5.11 | 112% |
| Returns for 3 years | 21.84 | 16.79 | 130% |
| Returns for 5 years | 62.54 | 36.69 | 170% |
| Returns for 10 years | 25.08 | 21.36 | 117% |
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