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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$8.98
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets3.91B
Optimum Small-Mid Cap Value A
Price$13.35
Change+$0.17 (+1.29%)
VolumeN/A
Net Assets624.43M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Jan 16, 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 Hold and OASVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.91B vs. OASVX (624M). OASVX pays higher dividends than ASVRX: OASVX (0.72) vs ASVRX (0.60). 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 : 0.05 vs. ASVRX (-11.61). OASVX return over 5 years is better than : 3.62 vs. ASVRX (1.02).
| 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 | 4.662 | 4.520 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 624M | 627% |
| Annual Yield % from dividends | 0.60 | 0.72 | 83% |
| Returns for 1 year | -11.61 | 0.05 | -24,904% |
| Returns for 3 years | -3.40 | 6.70 | -51% |
| Returns for 5 years | 1.02 | 3.62 | 28% |
| Returns for 10 years | 37.65 | 37.22 | 101% |
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