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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$10.10
Change-$0.24 (-2.32%)
VolumeN/A
Net Assets5.13B
Optimum Small-Mid Cap Value Instl
Price$14.29
Change-$0.32 (-2.19%)
VolumeN/A
Net Assets676.26M
ASVRX vs OISVX Comparison Chart
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ASVRX vs. OISVX commentary
Feb 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: 5.14B vs. OISVX (676M). OISVX pays higher dividends than ASVRX: OISVX (1.26) vs ASVRX (0.47). ASVRX was incepted earlier than OISVX: ASVRX (15 years) vs OISVX (22 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 : 2.05 vs. ASVRX (1.86). ASVRX return over 5 years is better than : 35.21 vs. OISVX (10.54).
| ASVRX | OISVX | ASVRX / OISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | -0.394 | -0.487 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 676M | 760% |
| Annual Yield % from dividends | 0.47 | 1.26 | 38% |
| Returns for 1 year | 1.86 | 2.05 | 91% |
| Returns for 3 years | 0.54 | -6.10 | -9% |
| Returns for 5 years | 35.21 | 10.54 | 334% |
| Returns for 10 years | 14.19 | 7.52 | 189% |
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