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ASVRX vs OISVX
ASVRX vs OISVX Comparison
Open Charts ASVRX vs OISVX
American Century Small Cap Value R
Price$9.80
Change+$0.18 (+1.87%)
VolumeN/A
Net Assets3.99B
Optimum Small-Mid Cap Value Instl
Price$14.70
Change+$0.22 (+1.52%)
VolumeN/A
Net Assets600.31M
ASVRX vs OISVX Comparison Chart in %
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ASVRX vs. OISVX commentary
Dec 05, 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 Hold and OISVX is a Buy.
FUNDAMENTALS
Fundamentals
ASVRX has more cash in the bank: 3.99B vs. OISVX (600M). OISVX pays higher dividends than ASVRX: OISVX (0.94) vs ASVRX (0.42). 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 : -11.02 vs. ASVRX (-15.60). ASVRX return over 5 years is better than : 20.89 vs. OISVX (11.50).
| 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 | -3.131 | 2.368 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 600M | 665% |
| Annual Yield % from dividends | 0.42 | 0.94 | 45% |
| Returns for 1 year | -15.60 | -11.02 | 142% |
| Returns for 3 years | 2.33 | 1.10 | 212% |
| Returns for 5 years | 20.89 | 11.50 | 182% |
| Returns for 10 years | 12.42 | 20.38 | 61% |
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