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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
Optimum Small-Mid Cap Value C
Price$10.87
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets846.5M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX 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 OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.93B vs. OCSVX (847M). ASVRX pays higher dividends than OCSVX: ASVRX (0.57) vs OCSVX (0.34). ASVRX was incepted earlier than OCSVX: ASVRX (16 years) vs OCSVX (23 years). OCSVX (2.33) is less costly to investors than ASVRX (1.58). OCSVX is a more actively managed with annual turnover of: 117.00 vs. ASVRX (39.00). OCSVX has a lower initial minimum investment than ASVRX: OCSVX (1000) vs ASVRX (2500). OCSVX annual gain was more profitable for investors over the last year : -1.64 vs. ASVRX (-10.37). ASVRX return over 5 years is better than : 0.82 vs. OCSVX (-7.08).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | 1.58 | 2.24 | 71% |
| Annual Report Gross Expense Ratio | 1.58 | 2.33 | 68% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 6.643 | 6.049 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 847M | 464% |
| Annual Yield % from dividends | 0.57 | 0.34 | 170% |
| Returns for 1 year | -10.37 | -1.64 | 634% |
| Returns for 3 years | -7.17 | -2.55 | 281% |
| Returns for 5 years | 0.82 | -7.08 | -12% |
| Returns for 10 years | 42.38 | 19.76 | 214% |
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