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ASVRX vs OASVX
ASVRX vs OASVX Comparison
Open Charts ASVRX vs OASVX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.67B
Optimum Small-Mid Cap Value A
Price$13.52
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets610.9M
ASVRX vs OASVX Comparison Chart in %
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ASVRX vs. OASVX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.67B vs. OASVX (611M). OASVX pays higher dividends than ASVRX: OASVX (0.68) vs ASVRX (0.39). 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 : -0.23 vs. ASVRX (-1.24). ASVRX return over 5 years is better than : 55.68 vs. OASVX (30.55).
| 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 | 1.098 | 2.736 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 611M | 764% |
| Annual Yield % from dividends | 0.39 | 0.68 | 57% |
| Returns for 1 year | -1.24 | -0.23 | 543% |
| Returns for 3 years | 15.33 | 7.73 | 198% |
| Returns for 5 years | 55.68 | 30.55 | 182% |
| Returns for 10 years | 23.12 | 16.24 | 142% |
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