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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.67B
Optimum Small-Mid Cap Value Instl
Price$14.77
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets609.76M
ASVRX vs OISVX Comparison Chart in %
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ASVRX vs. OISVX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.67B vs. OISVX (610M). OISVX pays higher dividends than ASVRX: OISVX (0.94) vs ASVRX (0.39). 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 : 0.57 vs. ASVRX (-0.95). ASVRX return over 5 years is better than : 56.14 vs. OISVX (34.55).
| 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 | 1.394 | 2.855 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 610M | 765% |
| Annual Yield % from dividends | 0.39 | 0.94 | 41% |
| Returns for 1 year | -0.95 | 0.57 | -167% |
| Returns for 3 years | 15.67 | 9.85 | 159% |
| Returns for 5 years | 56.14 | 34.55 | 162% |
| Returns for 10 years | 23.48 | 22.53 | 104% |
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