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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$9.05
Change-$0.07 (-0.77%)
VolumeN/A
Net Assets4.51B
Optimum Small-Mid Cap Value C
Price$10.02
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets561.24M
ASVRX vs OCSVX Comparison Chart
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ASVRX vs. OCSVX commentary
Jun 03, 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: 4.52B vs. OCSVX (561M). ASVRX pays higher dividends than OCSVX: ASVRX (0.53) 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 annual gain was more profitable for investors over the last year : -10.85 vs. OCSVX (-11.96). ASVRX return over 5 years is better than : 47.56 vs. OCSVX (11.63).
| 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 | -10.059 | -7.721 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52B | 561M | 805% |
| Annual Yield % from dividends | 0.53 | 0.36 | 148% |
| Returns for 1 year | -10.85 | -11.96 | 91% |
| Returns for 3 years | -5.63 | -16.69 | 34% |
| Returns for 5 years | 47.56 | 11.63 | 409% |
| Returns for 10 years | 1.42 | -19.55 | -7% |
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