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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.42
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets3.98B
Optimum Small-Mid Cap Value Instl
Price$14.15
Change-$0.18 (-1.26%)
VolumeN/A
Net Assets586.52M
ASVRX vs OISVX Comparison Chart in %
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ASVRX vs. OISVX 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 OISVX is a Hold.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.98B vs. OISVX (587M). OISVX pays higher dividends than ASVRX: OISVX (0.96) vs ASVRX (0.43). 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 : -11.93 vs. ASVRX (-16.59). ASVRX return over 5 years is better than : 26.81 vs. OISVX (18.62).
| 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 | -6.887 | -0.209 | 3,297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.98B | 587M | 678% |
| Annual Yield % from dividends | 0.43 | 0.96 | 45% |
| Returns for 1 year | -16.59 | -11.93 | 139% |
| Returns for 3 years | 0.43 | 0.50 | 87% |
| Returns for 5 years | 26.81 | 18.62 | 144% |
| Returns for 10 years | 9.53 | 20.64 | 46% |
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