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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$9.42
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets3.98B
Optimum Small-Mid Cap Value A
Price$12.94
Change-$0.17 (-1.30%)
VolumeN/A
Net Assets586.52M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Nov 14, 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 Buy and OASVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.98B vs. OASVX (587M). OASVX pays higher dividends than ASVRX: OASVX (0.70) vs ASVRX (0.43). 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 : -12.72 vs. ASVRX (-16.57). ASVRX return over 5 years is better than : 27.62 vs. OASVX (15.11).
| 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 | -6.294 | -0.380 | 1,657% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.98B | 587M | 678% |
| Annual Yield % from dividends | 0.43 | 0.70 | 62% |
| Returns for 1 year | -16.57 | -12.72 | 130% |
| Returns for 3 years | -0.19 | -1.47 | 13% |
| Returns for 5 years | 27.62 | 15.11 | 183% |
| Returns for 10 years | 10.99 | 14.47 | 76% |
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