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ASVRX vs OCSVX
ASVRX vs OCSVX Comparison
Open Charts ASVRX vs OCSVX
American Century Small Cap Value R
Price$10.24
Change-$0.03 (-0.29%)
VolumeN/A
Net Assets4.65B
Optimum Small-Mid Cap Value C
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets610.9M
ASVRX vs OCSVX Comparison Chart in %
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ASVRX vs. OCSVX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.65B vs. OCSVX (611M). ASVRX pays higher dividends than OCSVX: ASVRX (0.39) 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). ASVRX annual gain was more profitable for investors over the last year : -1.24 vs. OCSVX (-2.49). ASVRX return over 5 years is better than : 55.68 vs. OCSVX (20.05).
| 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 | 1.098 | 2.206 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 611M | 761% |
| Annual Yield % from dividends | 0.39 | 0.33 | 116% |
| Returns for 1 year | -1.24 | -2.49 | 50% |
| Returns for 3 years | 15.33 | 2.16 | 710% |
| Returns for 5 years | 55.68 | 20.05 | 278% |
| Returns for 10 years | 23.12 | 0.44 | 5,289% |
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