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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Jul 14, 2026
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: 3.01B vs. OCSVX (836M). ASVRX pays higher dividends than OCSVX: ASVRX (0.42) vs OCSVX (0.30). ASVRX was incepted earlier than OCSVX: ASVRX (16 years) vs OCSVX (23 years). OCSVX (2.33) is less costly to investors than ASVRX (1.58). OCSVX is a more actively managed with annual turnover of: 133.00 vs. ASVRX (42.00). OCSVX has a lower initial minimum investment than ASVRX: OCSVX (1000) vs ASVRX (2500). OCSVX annual gain was more profitable for investors over the last year : 12.04 vs. ASVRX (4.86). ASVRX return over 5 years is better than : -2.41 vs. OCSVX (-6.27).
| 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 | 23 years | - |
| Gain YTD | 20.047 | 17.854 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 836M | 360% |
| Annual Yield % from dividends | 0.42 | 0.30 | 141% |
| Returns for 1 year | 4.86 | 12.04 | 40% |
| Returns for 3 years | 9.59 | 16.49 | 58% |
| Returns for 5 years | -2.41 | -6.27 | 38% |
| Returns for 10 years | 32.77 | 13.46 | 244% |
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