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PSCMX vs WCMFX
PSCMX vs WCMFX Comparison
Open Charts PSCMX vs WCMFX
Putnam Small Cap Value R6
Price$16.96
Change-$0.49 (-2.81%)
VolumeN/A
Net Assets264.17M
WCM SMID Quality Val Fd Institutional
Price$11.04
Change-$0.32 (-2.82%)
VolumeN/A
Net Assets21.91M
PSCMX vs WCMFX Comparison Chart in %
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PSCMX vs. WCMFX commentary
Oct 11, 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 PSCMX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
PSCMX has more cash in the bank: 264M vs. WCMFX (21.9M). PSCMX pays higher dividends than WCMFX: PSCMX (0.87) vs WCMFX (0.00). PSCMX was incepted earlier than WCMFX: PSCMX (12 years) vs WCMFX (6 years). WCMFX (1.45) is less costly to investors than PSCMX (0.76). PSCMX is a more actively managed with annual turnover of: 86.00 vs. WCMFX (15.00). PSCMX has a lower initial minimum investment than WCMFX: PSCMX (500) vs WCMFX (100000). PSCMX annual gain was more profitable for investors over the last year : 1.25 vs. WCMFX (-18.33). PSCMX return over 5 years is better than : 84.96 vs. WCMFX (24.70).
| PSCMX | WCMFX | PSCMX / WCMFX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 1.45 | 52% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 3.132 | -5.175 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 21.9M | 1,205% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | 1.25 | -18.33 | -7% |
| Returns for 3 years | 26.85 | 19.70 | 136% |
| Returns for 5 years | 84.96 | 24.70 | 344% |
| Returns for 10 years | 25.80 | N/A | - |
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