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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$9.80
Change+$0.18 (+1.87%)
VolumeN/A
Net Assets3.99B
Optimum Small-Mid Cap Value A
Price$13.44
Change+$0.19 (+1.43%)
VolumeN/A
Net Assets600.31M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Dec 04, 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 OASVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.99B vs. OASVX (600M). OASVX pays higher dividends than ASVRX: OASVX (0.68) vs ASVRX (0.42). ASVRX was incepted earlier than OASVX: ASVRX (16 years) vs OASVX (22 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 : -13.24 vs. ASVRX (-17.18). ASVRX return over 5 years is better than : 22.00 vs. OASVX (9.60).
| 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 | 22 years | - |
| Gain YTD | -4.613 | 1.064 | -434% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 600M | 665% |
| Annual Yield % from dividends | 0.42 | 0.68 | 62% |
| Returns for 1 year | -17.18 | -13.24 | 130% |
| Returns for 3 years | 0.76 | -1.97 | -39% |
| Returns for 5 years | 22.00 | 9.60 | 229% |
| Returns for 10 years | 10.70 | 12.99 | 82% |
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