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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$10.07
Change+$0.08 (+0.80%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value C
Price$10.85
Change+$0.12 (+1.12%)
VolumeN/A
CapitalizationN/A
ASVRX vs OCSVX Comparison Chart
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ASVRX vs. OCSVX commentary
Dec 23, 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 OCSVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.24B vs. OCSVX (681M). ASVRX pays higher dividends than OCSVX: ASVRX (0.47) vs OCSVX (0.00). ASVRX was incepted earlier than OCSVX: ASVRX (15 years) vs OCSVX (21 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. OCSVX (17.00). 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 : 0.55 vs. OCSVX (-0.50). ASVRX return over 5 years is better than : 30.67 vs. OCSVX (-3.30).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 0.055 | -0.595 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 681M | 769% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 0.55 | -0.50 | -109% |
| Returns for 3 years | -1.40 | -12.71 | 11% |
| Returns for 5 years | 30.67 | -3.30 | -929% |
| Returns for 10 years | 16.82 | -10.42 | -161% |
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