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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$9.42
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets3.98B
Optimum Small-Mid Cap Value C
Price$10.63
Change-$0.14 (-1.30%)
VolumeN/A
Net Assets586.52M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX 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 OCSVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.98B vs. OCSVX (587M). ASVRX pays higher dividends than OCSVX: ASVRX (0.43) vs OCSVX (0.34). 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 : -14.66 vs. ASVRX (-16.57). ASVRX return over 5 years is better than : 27.62 vs. OCSVX (5.83).
| 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 | -6.294 | -1.011 | 623% |
| Front Load | N/A | N/A | - |
| 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 | 0.34 | 127% |
| Returns for 1 year | -16.57 | -14.66 | 113% |
| Returns for 3 years | -0.19 | -6.53 | 3% |
| Returns for 5 years | 27.62 | 5.83 | 474% |
| Returns for 10 years | 10.99 | -1.13 | -972% |
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