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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.83
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets4.66B
Optimum Small-Mid Cap Value Instl
Price$14.36
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets601.41M
ASVRX vs OISVX Comparison Chart in %
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ASVRX vs. OISVX commentary
Jul 29, 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 StrongBuy and OISVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.66B vs. OISVX (601M). OISVX pays higher dividends than ASVRX: OISVX (0.98) vs ASVRX (0.42). 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). OISVX is a more actively managed with annual turnover of: 117.00 vs. ASVRX (39.00). 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 : -4.77 vs. ASVRX (-10.27). ASVRX return over 5 years is better than : 57.36 vs. OISVX (35.87).
| 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 | -2.851 | 0.348 | -819% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 601M | 775% |
| Annual Yield % from dividends | 0.42 | 0.98 | 42% |
| Returns for 1 year | -10.27 | -4.77 | 215% |
| Returns for 3 years | 2.61 | 0.58 | 451% |
| Returns for 5 years | 57.36 | 35.87 | 160% |
| Returns for 10 years | 11.49 | 13.88 | 83% |
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