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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$9.35
Change+$0.20 (+2.19%)
VolumeN/A
Net Assets3.92B
Optimum Small-Mid Cap Value A
Price$13.55
Change+$0.17 (+1.27%)
VolumeN/A
Net Assets857.16M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Feb 05, 2026
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 OASVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.92B vs. OASVX (857M). OASVX pays higher dividends than ASVRX: OASVX (0.69) vs ASVRX (0.57). ASVRX was incepted earlier than OASVX: ASVRX (16 years) vs OASVX (23 years). ASVRX (1.58) and OASVX (1.58) have similar cost to investors . OASVX is a more actively managed with annual turnover of: 117.00 vs. ASVRX (39.00). OASVX has a lower initial minimum investment than ASVRX: OASVX (1000) vs ASVRX (2500). OASVX annual gain was more profitable for investors over the last year : 1.03 vs. ASVRX (-9.47). OASVX return over 5 years is better than : 2.23 vs. ASVRX (1.28).
| ASVRX | OASVX | ASVRX / OASVX | |
| Total Expense Ratio | 1.58 | 1.49 | 106% |
| Annual Report Gross Expense Ratio | 1.58 | 1.58 | 100% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 8.974 | 7.454 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 857M | 457% |
| Annual Yield % from dividends | 0.57 | 0.69 | 83% |
| Returns for 1 year | -9.47 | 1.03 | -921% |
| Returns for 3 years | -5.14 | 3.82 | -135% |
| Returns for 5 years | 1.28 | 2.23 | 57% |
| Returns for 10 years | 45.49 | 41.62 | 109% |
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