ASVRX
Price
$10.27
Change
-$0.05 (-0.48%)
Updated
Aug 28 closing price
Net Assets
4.69B
OCSVX
Price
$11.05
Change
-$0.02 (-0.18%)
Updated
Aug 28 closing price
Net Assets
605.43M
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ASVRX vs OCSVX

Header iconASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVXBanner chart's image
American Century Small Cap Value R
Price$10.27
Change-$0.05 (-0.48%)
VolumeN/A
Net Assets4.69B
Optimum Small-Mid Cap Value C
Price$11.05
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets605.43M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Aug 29, 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 OCSVX is a Buy.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.69B vs. OCSVX (605M). ASVRX pays higher dividends than OCSVX: ASVRX (0.41) vs OCSVX (0.34). ASVRX was incepted earlier than OCSVX: ASVRX (16 years) vs OCSVX (22 years). OCSVX (2.33) is less costly to investors than ASVRX (1.58). OCSVX is a more actively managed with annual turnover of: 117.00 vs. ASVRX (39.00). OCSVX has a lower initial minimum investment than ASVRX: OCSVX (1000) vs ASVRX (2500). ASVRX annual gain was more profitable for investors over the last year : -3.35 vs. OCSVX (-5.00). ASVRX return over 5 years is better than : 55.27 vs. OCSVX (18.37).
ASVRXOCSVXASVRX / OCSVX
Total Expense Ratio1.582.2471%
Annual Report Gross Expense Ratio1.582.3368%
Fund Existence16 years22 years-
Gain YTD1.8881.746108%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets4.69B605M775%
Annual Yield % from dividends0.410.34120%
Returns for 1 year-3.35-5.0067%
Returns for 3 years10.34-3.09-334%
Returns for 5 years55.2718.37301%
Returns for 10 years23.36-0.64-3,667%
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