Ad is loading...
ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.18
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.59B
Optimum Small-Mid Cap Value Instl
Price$13.10
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets626.63M
ASVRX vs OISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. OISVX commentary
May 11, 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: 4.59B vs. OISVX (627M). OISVX pays higher dividends than ASVRX: OISVX (1.07) vs ASVRX (0.54). 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). ASVRX (-10.95) and OISVX (-11.04) have marching annual gain over last year. ASVRX return over 5 years is better than : 65.38 vs. OISVX (36.90).
| 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 | -9.467 | -8.774 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 627M | 732% |
| Annual Yield % from dividends | 0.54 | 1.07 | 51% |
| Returns for 1 year | -10.95 | -11.04 | 99% |
| Returns for 3 years | 0.22 | -6.87 | -3% |
| Returns for 5 years | 65.38 | 36.90 | 177% |
| Returns for 10 years | 4.25 | -3.18 | -133% |
View a ticker or compare two or three
VS
VS
Ad is loading...