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PSCMX vs WCMFX
PSCMX vs WCMFX Comparison
Open Charts PSCMX vs WCMFX
Putnam Small Cap Value R6
Price$17.29
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets260.89M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
PSCMX vs WCMFX Comparison Chart in %
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PSCMX vs. WCMFX commentary
Oct 19, 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 Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PSCMX has more cash in the bank: 261M vs. WCMFX (21.8M). 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 : -3.67 vs. WCMFX (-20.62). PSCMX return over 5 years is better than : 84.01 vs. WCMFX (23.45).
| 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 | 2.187 | -5.509 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 21.8M | 1,197% |
| Annual Yield % from dividends | 0.87 | 0.00 | - |
| Returns for 1 year | -3.67 | -20.62 | 18% |
| Returns for 3 years | 19.10 | 16.46 | 116% |
| Returns for 5 years | 84.01 | 23.45 | 358% |
| Returns for 10 years | 23.29 | N/A | - |
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