Interact to see
Advertisement
Advertisement
ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.87
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets4.8B
Optimum Small-Mid Cap Value Instl
Price$14.35
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets602.58M
ASVRX vs OISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ASVRX vs. OISVX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.8B vs. OISVX (603M). 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 : 2.12 vs. ASVRX (-1.10). ASVRX return over 5 years is better than : 67.04 vs. OISVX (43.40).
| 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 | -2.555 | -0.070 | 3,669% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 603M | 797% |
| Annual Yield % from dividends | 0.42 | 0.98 | 42% |
| Returns for 1 year | -1.10 | 2.12 | -52% |
| Returns for 3 years | 11.16 | 7.34 | 152% |
| Returns for 5 years | 67.04 | 43.40 | 154% |
| Returns for 10 years | 10.24 | 9.72 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers