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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$10.50
Change-$0.78 (-6.91%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value A
Price$13.51
Change-$0.18 (-1.31%)
VolumeN/A
CapitalizationN/A
ASVRX vs OASVX Comparison Chart
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ASVRX vs. OASVX commentary
Dec 18, 2024
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: 5.58B vs. OASVX (710M). 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). OASVX (6.32) and ASVRX (6.29) have marching annual gain over last year. ASVRX return over 5 years is better than : 33.69 vs. OASVX (8.76).
| 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 | 4.327 | 4.606 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 710M | 786% |
| Annual Yield % from dividends | 0.47 | 1.36 | 35% |
| Returns for 1 year | 6.29 | 6.32 | 99% |
| Returns for 3 years | -3.43 | -4.52 | 76% |
| Returns for 5 years | 33.69 | 8.76 | 385% |
| Returns for 10 years | 23.23 | 7.91 | 294% |
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