Interact to see
Advertisement
Advertisement
PSCRX vs WCMFX
PSCRX vs WCMFX Comparison
Open Charts PSCRX vs WCMFX
Putnam Small Cap Value R
Price$15.36
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets260.89M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.79M
PSCRX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PSCRX 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 PSCRX is a Buy and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
PSCRX has more cash in the bank: 261M vs. WCMFX (21.8M). PSCRX pays higher dividends than WCMFX: PSCRX (0.73) vs WCMFX (0.00). PSCRX was incepted earlier than WCMFX: PSCRX (19 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 : -4.76 vs. WCMFX (-20.62). PSCRX return over 5 years is better than : 75.88 vs. WCMFX (23.45).
| PSCRX | WCMFX | PSCRX / WCMFX | |
| Total Expense Ratio | 1.39 | 0.90 | 154% |
| Annual Report Gross Expense Ratio | 1.39 | 1.45 | 96% |
| Fund Existence | 19 years | 6 years | - |
| Gain YTD | 1.655 | -5.509 | -30% |
| 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 | 0.73 | 0.00 | - |
| Returns for 1 year | -4.76 | -20.62 | 23% |
| Returns for 3 years | 15.34 | 16.46 | 93% |
| Returns for 5 years | 75.88 | 23.45 | 324% |
| Returns for 10 years | 10.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PPAEX | 21.27 | 0.18 | +0.85% |
| GMO U.S. Opportunistic Value I | |||
| REIZX | 14.66 | 0.08 | +0.55% |
| Third Avenue International RE Val Z | |||
| APHQX | 15.39 | 0.08 | +0.52% |
| Artisan Mid Cap Value Institutional | |||
| MRSKX | 26.51 | -0.03 | -0.11% |
| MFS Research International R6 | |||
| RIVDX | 19.92 | -0.05 | -0.25% |
| American Funds International Vntg R-2 | |||