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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
Sep 12, 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: 2.77B vs. OCSVX (815M). ASVRX pays higher dividends than OCSVX: ASVRX (0.42) vs OCSVX (0.30). ASVRX was incepted earlier than OCSVX: ASVRX (17 years) vs OCSVX (23 years). OCSVX (2.32) is less costly to investors than ASVRX (1.60). 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 : 7.54 vs. ASVRX (0.25). ASVRX return over 5 years is better than : -2.93 vs. OCSVX (-7.48).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | 1.60 | 2.23 | 72% |
| Annual Report Gross Expense Ratio | 1.60 | 2.32 | 69% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 18.956 | 16.878 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 815M | 339% |
| Annual Yield % from dividends | 0.42 | 0.30 | 139% |
| Returns for 1 year | 0.25 | 7.54 | 3% |
| Returns for 3 years | 13.48 | 20.25 | 67% |
| Returns for 5 years | -2.93 | -7.48 | 39% |
| Returns for 10 years | 29.45 | 13.47 | 219% |
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