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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$10.07
Change+$0.08 (+0.80%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value Instl
Price$14.31
Change+$0.15 (+1.06%)
VolumeN/A
CapitalizationN/A
ASVRX vs OISVX Comparison Chart
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ASVRX vs. OISVX commentary
Dec 23, 2024
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 OISVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.24B vs. OISVX (681M). OISVX pays higher dividends than ASVRX: OISVX (1.26) vs ASVRX (0.47). ASVRX was incepted earlier than OISVX: ASVRX (15 years) vs OISVX (21 years). ASVRX is a more actively managed with annual turnover of: 44.00 vs. OISVX (17.00). 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 : 2.70 vs. ASVRX (0.55). ASVRX return over 5 years is better than : 30.67 vs. OISVX (8.39).
| ASVRX | OISVX | ASVRX / OISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 0.055 | 2.486 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 681M | 769% |
| Annual Yield % from dividends | 0.47 | 1.26 | 38% |
| Returns for 1 year | 0.55 | 2.70 | 20% |
| Returns for 3 years | -1.40 | -6.14 | 23% |
| Returns for 5 years | 30.67 | 8.39 | 366% |
| Returns for 10 years | 16.82 | 9.26 | 182% |
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