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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$9.56
Change+$0.38 (+4.14%)
VolumeN/A
Net Assets4.59B
Optimum Small-Mid Cap Value C
Price$10.30
Change+$0.41 (+4.15%)
VolumeN/A
Net Assets554.54M
ASVRX vs OCSVX Comparison Chart
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ASVRX vs. OCSVX commentary
May 13, 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.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.59B vs. OCSVX (555M). ASVRX pays higher dividends than OCSVX: ASVRX (0.54) vs OCSVX (0.38). 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 : -10.78 vs. OCSVX (-13.80). ASVRX return over 5 years is better than : 85.44 vs. OCSVX (35.03).
| 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 | -9.467 | -9.099 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 555M | 827% |
| Annual Yield % from dividends | 0.54 | 0.38 | 145% |
| Returns for 1 year | -10.78 | -13.80 | 78% |
| Returns for 3 years | -1.17 | -14.98 | 8% |
| Returns for 5 years | 85.44 | 35.03 | 244% |
| Returns for 10 years | 2.99 | -21.56 | -14% |
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