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Compare trend and price PSLCX vs WCMFX
PSLCX vs WCMFX Comparison
Open Charts PSLCX vs WCMFX
Putnam Small Cap Value C
Price$9.76
Change-$0.02 (-0.20%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$11.29
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
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PSLCX vs WCMFX Comparison Chart
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PSLCX vs. WCMFX commentary
Nov 28, 2023
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 Buy.
FUNDAMENTALS
Fundamentals
PSLCX has more cash in the bank: 250M vs. WCMFX (131M). PSLCX (0.00) and WCMFX (0.00) have matching dividends . PSLCX was incepted earlier than WCMFX: PSLCX (24 years) vs WCMFX (4 years). PSLCX (1.92) is less costly to investors than WCMFX (1.26). PSLCX is a more actively managed with annual turnover of: 72.00 vs. WCMFX (53.00). PSLCX has a lower initial minimum investment than WCMFX: PSLCX (500) vs WCMFX (100000). WCMFX annual gain was more profitable for investors over the last year : 7.83 vs. PSLCX (-6.78).
| PSLCX | WCMFX | PSLCX / WCMFX | |
| Total Expense Ratio | 1.92 | 0.85 | 226% |
| Annual Report Gross Expense Ratio | 1.92 | 1.26 | 152% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 9.786 | 13.581 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 131M | 191% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -6.78 | 7.83 | -87% |
| Returns for 3 years | 24.65 | 13.13 | 188% |
| Returns for 5 years | 0.83 | N/A | - |
| Returns for 10 years | 25.03 | N/A | - |
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