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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$8.71
Change+$0.04 (+0.46%)
VolumeN/A
Net Assets3.85B
Optimum Small-Mid Cap Value C
Price$10.44
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets609.65M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Dec 27, 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 OCSVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.85B vs. OCSVX (610M). ASVRX pays higher dividends than OCSVX: ASVRX (0.42) vs OCSVX (0.33). ASVRX was incepted earlier than OCSVX: ASVRX (16 years) vs OCSVX (22 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 : -4.92 vs. ASVRX (-14.24). ASVRX return over 5 years is better than : 4.90 vs. OCSVX (-2.83).
| 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 | 22 years | - |
| Gain YTD | -13.905 | -4.044 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 610M | 630% |
| Annual Yield % from dividends | 0.42 | 0.33 | 126% |
| Returns for 1 year | -14.24 | -4.92 | 290% |
| Returns for 3 years | 0.70 | 4.53 | 15% |
| Returns for 5 years | 4.90 | -2.83 | -173% |
| Returns for 10 years | 16.96 | 1.28 | 1,328% |
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