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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.46
Change+$0.06 (+0.64%)
VolumeN/A
Net Assets4.09B
Optimum Small-Mid Cap Value Instl
Price$14.25
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets584.33M
ASVRX vs OISVX Comparison Chart in %
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ASVRX vs. OISVX commentary
Oct 19, 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 Buy and OISVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.09B vs. OISVX (584M). OISVX pays higher dividends than ASVRX: OISVX (0.94) vs ASVRX (0.41). ASVRX was incepted earlier than OISVX: ASVRX (16 years) vs OISVX (22 years). ASVRX (1.58) is less costly to investors than OISVX (1.33). OISVX is a more actively managed with annual turnover of: 117.00 vs. ASVRX (39.00). OISVX has a lower initial minimum investment than ASVRX: OISVX (0) vs ASVRX (2500). OISVX annual gain was more profitable for investors over the last year : -9.62 vs. ASVRX (-13.88). ASVRX return over 5 years is better than : 40.55 vs. OISVX (26.63).
| ASVRX | OISVX | ASVRX / OISVX | |
| Total Expense Ratio | 1.58 | 1.24 | 127% |
| Annual Report Gross Expense Ratio | 1.58 | 1.33 | 119% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -6.492 | -0.766 | 847% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 584M | 701% |
| Annual Yield % from dividends | 0.41 | 0.94 | 44% |
| Returns for 1 year | -13.88 | -9.62 | 144% |
| Returns for 3 years | 8.87 | 8.88 | 100% |
| Returns for 5 years | 40.55 | 26.63 | 152% |
| Returns for 10 years | 10.25 | 17.41 | 59% |
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