ASVRX
Price
$9.71
Change
-$0.16 (-1.62%)
Updated
Jul 7 closing price
Net Assets
4.8B
OCSVX
Price
$10.82
Change
+$0.06 (+0.56%)
Updated
Jul 3 closing price
Net Assets
602.58M
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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$9.71
Change-$0.16 (-1.62%)
VolumeN/A
Net Assets4.8B
Optimum Small-Mid Cap Value C
Price$10.82
Change+$0.06 (+0.56%)
VolumeN/A
Net Assets602.58M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Jul 08, 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 StrongBuy and OCSVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. OCSVX (603M). ASVRX pays higher dividends than OCSVX: ASVRX (0.42) vs OCSVX (0.35). 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). 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). OCSVX annual gain was more profitable for investors over the last year : 0.04 vs. ASVRX (-0.11). ASVRX return over 5 years is better than : 71.02 vs. OCSVX (29.76).
ASVRXOCSVXASVRX / OCSVX
Total Expense Ratio1.592.2571%
Annual Report Gross Expense Ratio1.592.3967%
Fund Existence15 years22 years-
Gain YTD-2.555-0.551463%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets4.8B603M797%
Annual Yield % from dividends0.420.35120%
Returns for 1 year-0.110.04-245%
Returns for 3 years10.55-0.05-21,711%
Returns for 5 years71.0229.76239%
Returns for 10 years10.00-9.48-105%
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