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PSLCX vs WCMFX
PSLCX vs WCMFX Comparison
Open Charts PSLCX vs WCMFX
Putnam Small Cap Value C
Price$9.89
Change+$0.03 (+0.30%)
VolumeN/A
Net Assets249.89M
WCM SMID Quality Val Fd Institutional
Price$11.08
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets61.52M
PSLCX vs WCMFX Comparison Chart
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PSLCX vs. WCMFX commentary
May 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 PSLCX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PSLCX has more cash in the bank: 250M vs. WCMFX (61.5M). PSLCX pays higher dividends than WCMFX: PSLCX (0.78) vs WCMFX (0.00). PSLCX was incepted earlier than WCMFX: PSLCX (26 years) vs WCMFX (6 years). PSLCX (1.93) is less costly to investors than WCMFX (1.27). PSLCX is a more actively managed with annual turnover of: 83.00 vs. WCMFX (15.00). PSLCX has a lower initial minimum investment than WCMFX: PSLCX (500) vs WCMFX (100000). PSLCX annual gain was more profitable for investors over the last year : -8.26 vs. WCMFX (-16.44). PSLCX return over 5 years is better than : 81.07 vs. WCMFX (41.69).
| PSLCX | WCMFX | PSLCX / WCMFX | |
| Total Expense Ratio | 1.93 | 0.85 | 227% |
| Annual Report Gross Expense Ratio | 1.93 | 1.27 | 152% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | -6.522 | -7.513 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 61.5M | 407% |
| Annual Yield % from dividends | 0.78 | 0.00 | - |
| Returns for 1 year | -8.26 | -16.44 | 50% |
| Returns for 3 years | -2.33 | 10.91 | -21% |
| Returns for 5 years | 81.07 | 41.69 | 194% |
| Returns for 10 years | -21.67 | N/A | - |
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