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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.59
Change+$0.13 (+1.37%)
VolumeN/A
Net Assets4.09B
Optimum Small-Mid Cap Value Instl
Price$14.38
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets584.33M
ASVRX vs OISVX Comparison Chart in %
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ASVRX vs. OISVX commentary
Oct 22, 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 OISVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 4.09B vs. OISVX (584M). OISVX pays higher dividends than ASVRX: OISVX (0.94) vs ASVRX (0.41). ASVRX was incepted earlier than OISVX: ASVRX (16 years) vs OISVX (22 years). ASVRX (1.58) is less costly to investors than OISVX (1.33). OISVX is a more actively managed with annual turnover of: 117.00 vs. ASVRX (39.00). OISVX has a lower initial minimum investment than ASVRX: OISVX (0) vs ASVRX (2500). OISVX annual gain was more profitable for investors over the last year : -8.74 vs. ASVRX (-11.98). ASVRX return over 5 years is better than : 43.95 vs. OISVX (30.44).
| ASVRX | OISVX | ASVRX / OISVX | |
| Total Expense Ratio | 1.58 | 1.24 | 127% |
| Annual Report Gross Expense Ratio | 1.58 | 1.33 | 119% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | -5.207 | 0.139 | -3,738% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 584M | 701% |
| Annual Yield % from dividends | 0.41 | 0.94 | 44% |
| Returns for 1 year | -11.98 | -8.74 | 137% |
| Returns for 3 years | 11.51 | 10.86 | 106% |
| Returns for 5 years | 43.95 | 30.44 | 144% |
| Returns for 10 years | 11.00 | 17.32 | 64% |
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