Interact to see
Advertisement
Advertisement
PSCRX vs WCMFX
PSCRX vs WCMFX Comparison
Open Charts PSCRX vs WCMFX
Putnam Small Cap Value R
Price$15.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets275.39M
WCM SMID Quality Val Fd Institutional
Price$11.67
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets60.68M
PSCRX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSCRX vs. WCMFX commentary
Sep 18, 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 PSCRX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
PSCRX has more cash in the bank: 275M vs. WCMFX (60.7M). PSCRX pays higher dividends than WCMFX: PSCRX (0.72) vs WCMFX (0.00). PSCRX was incepted earlier than WCMFX: PSCRX (18 years) vs WCMFX (6 years). WCMFX (1.45) and PSCRX (1.39) have similar cost to investors . PSCRX is a more actively managed with annual turnover of: 86.00 vs. WCMFX (15.00). PSCRX has a lower initial minimum investment than WCMFX: PSCRX (500) vs WCMFX (100000). PSCRX annual gain was more profitable for investors over the last year : 1.15 vs. WCMFX (-15.60). PSCRX return over 5 years is better than : 87.97 vs. WCMFX (37.31).
| PSCRX | WCMFX | PSCRX / WCMFX | |
| Total Expense Ratio | 1.39 | 0.90 | 154% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 5.228 | -2.003 | -261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 60.7M | 453% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 1.15 | -15.60 | -7% |
| Returns for 3 years | 18.87 | 18.83 | 100% |
| Returns for 5 years | 87.97 | 37.31 | 236% |
| Returns for 10 years | 16.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement