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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$10.52
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets5.39B
Optimum Small-Mid Cap Value C
Price$11.30
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets708.22M
ASVRX vs OCSVX Comparison Chart
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ASVRX vs. OCSVX commentary
Jan 25, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.39B vs. OCSVX (708M). ASVRX pays higher dividends than OCSVX: ASVRX (0.47) vs OCSVX (0.00). ASVRX was incepted earlier than OCSVX: ASVRX (15 years) vs OCSVX (22 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 : 7.61 vs. OCSVX (5.16). ASVRX return over 5 years is better than : 39.18 vs. OCSVX (1.61).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 3.748 | 3.860 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.39B | 708M | 761% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 7.61 | 5.16 | 147% |
| Returns for 3 years | 4.21 | -9.45 | -45% |
| Returns for 5 years | 39.18 | 1.61 | 2,433% |
| Returns for 10 years | 22.60 | -3.87 | -583% |
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