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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$8.62
Change+$0.10 (+1.17%)
VolumeN/A
Net Assets4.26B
Optimum Small-Mid Cap Value Instl
Price$12.27
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets576.69M
ASVRX vs OISVX Comparison Chart
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ASVRX vs. OISVX commentary
Apr 18, 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 Hold and OISVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.27B vs. OISVX (577M). OISVX pays higher dividends than ASVRX: OISVX (1.01) vs ASVRX (0.51). ASVRX was incepted earlier than OISVX: ASVRX (15 years) vs OISVX (22 years). ASVRX (1.59) is less costly to investors than OISVX (1.39). ASVRX is a more actively managed with annual turnover of: 46.00 vs. OISVX (26.00). 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 : -11.94 vs. ASVRX (-13.16). ASVRX return over 5 years is better than : 62.72 vs. OISVX (35.78).
| ASVRX | OISVX | ASVRX / OISVX | |
| Total Expense Ratio | 1.59 | 1.25 | 127% |
| Annual Report Gross Expense Ratio | 1.59 | 1.39 | 114% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | -15.976 | -14.554 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 577M | 739% |
| Annual Yield % from dividends | 0.51 | 1.01 | 51% |
| Returns for 1 year | -13.16 | -11.94 | 110% |
| Returns for 3 years | -12.10 | -19.06 | 64% |
| Returns for 5 years | 62.72 | 35.78 | 175% |
| Returns for 10 years | -5.15 | -8.38 | 61% |
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