ASVRX
Price
$9.58
Change
+$0.04 (+0.42%)
Updated
Aug 7 closing price
Net Assets
4.46B
OCSVX
Price
$10.48
Change
-$0.09 (-0.85%)
Updated
Aug 6 closing price
Net Assets
578.93M
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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$9.58
Change+$0.04 (+0.42%)
VolumeN/A
Net Assets4.46B
Optimum Small-Mid Cap Value C
Price$10.48
Change-$0.09 (-0.85%)
VolumeN/A
Net Assets578.93M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Aug 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 Hold and OCSVX is a Buy.

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FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.46B vs. OCSVX (579M). ASVRX pays higher dividends than OCSVX: ASVRX (0.41) vs OCSVX (0.34). 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). ASVRX annual gain was more profitable for investors over the last year : -3.45 vs. OCSVX (-3.99). ASVRX return over 5 years is better than : 44.82 vs. OCSVX (14.25).
ASVRXOCSVXASVRX / OCSVX
Total Expense Ratio1.592.2571%
Annual Report Gross Expense Ratio1.592.3967%
Fund Existence15 years22 years-
Gain YTD-5.813-3.676158%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets4.46B579M770%
Annual Yield % from dividends0.410.34120%
Returns for 1 year-3.45-3.9986%
Returns for 3 years-1.23-8.5014%
Returns for 5 years44.8214.25315%
Returns for 10 years8.21-8.14-101%
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