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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$9.90
Change-$0.12 (-1.20%)
VolumeN/A
Net Assets4.58B
Optimum Small-Mid Cap Value C
Price$10.75
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets593.36M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Aug 18, 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 StrongBuy and OCSVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.58B vs. OCSVX (593M). ASVRX pays higher dividends than OCSVX: ASVRX (0.41) vs OCSVX (0.34). ASVRX was incepted earlier than OCSVX: ASVRX (15 years) vs OCSVX (22 years). OCSVX (2.39) is less costly to investors than ASVRX (1.59). 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). ASVRX annual gain was more profitable for investors over the last year : -4.70 vs. OCSVX (-4.98). ASVRX return over 5 years is better than : 48.52 vs. OCSVX (14.95).
| ASVRX | OCSVX | ASVRX / OCSVX | |
| Total Expense Ratio | 1.59 | 2.25 | 71% |
| Annual Report Gross Expense Ratio | 1.59 | 2.39 | 67% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | -2.259 | -1.195 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 593M | 773% |
| Annual Yield % from dividends | 0.41 | 0.34 | 120% |
| Returns for 1 year | -4.70 | -4.98 | 94% |
| Returns for 3 years | -1.43 | -10.95 | 13% |
| Returns for 5 years | 48.52 | 14.95 | 325% |
| Returns for 10 years | 12.92 | -6.42 | -201% |
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