Ad is loading...
ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$8.46
Change+$0.11 (+1.32%)
VolumeN/A
Net Assets4.18B
Optimum Small-Mid Cap Value C
Price$9.22
Change+$0.09 (+0.99%)
VolumeN/A
Net Assets571.18M
ASVRX vs OCSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. OCSVX commentary
Apr 12, 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 OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.18B vs. OCSVX (571M). ASVRX pays higher dividends than OCSVX: ASVRX (0.51) vs OCSVX (0.36). ASVRX was incepted earlier than OCSVX: ASVRX (15 years) vs OCSVX (22 years). OCSVX (2.39) is less costly to investors than ASVRX (1.59). ASVRX is a more actively managed with annual turnover of: 46.00 vs. OCSVX (26.00). OCSVX has a lower initial minimum investment than ASVRX: OCSVX (1000) vs ASVRX (2500). ASVRX (-18.06) and OCSVX (-18.94) have marching annual gain over last year. ASVRX return over 5 years is better than : 52.87 vs. OCSVX (15.12).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | 1.59 | 2.25 | 71% |
| Annual Report Gross Expense Ratio | 1.59 | 2.39 | 67% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | -17.653 | -16.085 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 571M | 732% |
| Annual Yield % from dividends | 0.51 | 0.36 | 144% |
| Returns for 1 year | -18.06 | -18.94 | 95% |
| Returns for 3 years | -12.88 | -25.05 | 51% |
| Returns for 5 years | 52.87 | 15.12 | 350% |
| Returns for 10 years | -7.14 | -26.07 | 27% |
View a ticker or compare two or three
VS
VS
Ad is loading...