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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$9.68
Change-$0.11 (-1.12%)
VolumeN/A
Net Assets4.26B
Optimum Small-Mid Cap Value C
Price$10.82
Change-$0.12 (-1.10%)
VolumeN/A
Net Assets597.07M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Oct 10, 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.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.26B vs. OCSVX (597M). ASVRX pays higher dividends than OCSVX: ASVRX (0.41) vs OCSVX (0.33). ASVRX was incepted earlier than OCSVX: ASVRX (16 years) vs OCSVX (22 years). OCSVX (2.33) is less costly to investors than ASVRX (1.58). 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 : -7.43 vs. OCSVX (-8.78). ASVRX return over 5 years is better than : 45.02 vs. OCSVX (13.41).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | 1.58 | 2.24 | 71% |
| Annual Report Gross Expense Ratio | 1.58 | 2.33 | 68% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -3.230 | -0.551 | 586% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.26B | 597M | 713% |
| Annual Yield % from dividends | 0.41 | 0.33 | 123% |
| Returns for 1 year | -7.43 | -8.78 | 85% |
| Returns for 3 years | 17.33 | 6.73 | 257% |
| Returns for 5 years | 45.02 | 13.41 | 336% |
| Returns for 10 years | 14.35 | -3.48 | -412% |
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