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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.15
Change-$0.53 (-5.48%)
VolumeN/A
Net Assets3.93B
Optimum Small-Mid Cap Value Instl
Price$14.67
Change+$0.28 (+1.95%)
VolumeN/A
Net Assets846.5M
ASVRX vs OISVX Comparison Chart in %
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ASVRX vs. OISVX commentary
Feb 05, 2026
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: 3.93B vs. OISVX (847M). OISVX pays higher dividends than ASVRX: OISVX (0.92) vs ASVRX (0.57). ASVRX was incepted earlier than OISVX: ASVRX (16 years) vs OISVX (23 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 : 1.10 vs. ASVRX (-10.37). OISVX return over 5 years is better than : 5.21 vs. ASVRX (0.82).
| 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 | 23 years | - |
| Gain YTD | 6.643 | 6.151 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 847M | 464% |
| Annual Yield % from dividends | 0.57 | 0.92 | 63% |
| Returns for 1 year | -10.37 | 1.10 | -941% |
| Returns for 3 years | -7.17 | 4.43 | -162% |
| Returns for 5 years | 0.82 | 5.21 | 16% |
| Returns for 10 years | 42.38 | 47.77 | 89% |
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