Ad is loading...
ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$11.26
Change-$0.08 (-0.71%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value C
Price$12.53
Change-$0.08 (-0.63%)
VolumeN/A
CapitalizationN/A
ASVRX vs OCSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. OCSVX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.86B vs. OCSVX (726M). ASVRX pays higher dividends than OCSVX: ASVRX (0.47) vs OCSVX (0.00). ASVRX was incepted earlier than OCSVX: ASVRX (15 years) vs OCSVX (21 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 (26.68) and OCSVX (25.97) have marching annual gain over last year. ASVRX return over 5 years is better than : 50.34 vs. OCSVX (12.03).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 12.466 | 15.160 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 726M | 807% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 26.68 | 25.97 | 103% |
| Returns for 3 years | -2.35 | -9.57 | 25% |
| Returns for 5 years | 50.34 | 12.03 | 419% |
| Returns for 10 years | 19.80 | -1.16 | -1,709% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FRISX | 101.44 | 0.12 | +0.12% |
| Franklin Rising Dividends R6 | |||
| FEQJX | 13.38 | N/A | N/A |
| Fidelity Advisor Hedged Equity Fund I | |||
| MIGPX | 15.75 | -0.06 | -0.38% |
| Morgan Stanley Inst Global Insgt A | |||
| FDMLX | 11.62 | -0.08 | -0.68% |
| Fidelity Series Intrinsic Opps | |||
| GIIRX | 8.76 | -0.07 | -0.79% |
| Nationwide International Index R | |||