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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$11.55
Change+$0.20 (+1.76%)
VolumeN/A
CapitalizationN/A
Optimum Small-Mid Cap Value Instl
Price$16.66
Change+$0.22 (+1.34%)
VolumeN/A
CapitalizationN/A
ASVRX vs OISVX Comparison Chart
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ASVRX vs. OISVX commentary
Nov 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 Buy and OISVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.83B vs. OISVX (727M). 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). ASVRX (29.16) and OISVX (28.19) have marching annual gain over last year. ASVRX return over 5 years is better than : 54.95 vs. OISVX (25.67).
| 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 | 14.548 | 16.678 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83B | 727M | 802% |
| Annual Yield % from dividends | 0.47 | 1.26 | 38% |
| Returns for 1 year | 29.16 | 28.19 | 103% |
| Returns for 3 years | -0.12 | -2.08 | 6% |
| Returns for 5 years | 54.95 | 25.67 | 214% |
| Returns for 10 years | 20.40 | 18.70 | 109% |
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