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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$10.51
Change-$0.11 (-1.04%)
VolumeN/A
Net Assets5.45B
Optimum Small-Mid Cap Value Instl
Price$14.89
Change-$0.11 (-0.73%)
VolumeN/A
Net Assets713.68M
ASVRX vs OISVX Comparison Chart
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ASVRX vs. OISVX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 5.45B vs. OISVX (714M). 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 : 7.79 vs. ASVRX (7.29). ASVRX return over 5 years is better than : 39.05 vs. OISVX (13.68).
| 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 | 3.649 | 3.691 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.45B | 714M | 764% |
| Annual Yield % from dividends | 0.47 | 1.26 | 38% |
| Returns for 1 year | 7.29 | 7.79 | 94% |
| Returns for 3 years | 6.08 | -1.72 | -354% |
| Returns for 5 years | 39.05 | 13.68 | 285% |
| Returns for 10 years | 23.47 | 18.10 | 130% |
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