Putnam Small Cap Value Fund (PSLAX) Alternatives
Putnam Small Cap Value Fund (PSLAX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PSLAX
PSLAX charges 1.15% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among PSLAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | PSLAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | PSLAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PSLAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | PSLAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | PSLAX vs VSMVX |
Best Risk-Adjusted Alternatives to PSLAX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | PSLAX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | PSLAX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | PSLAX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | PSLAX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | PSLAX vs MMEYX |
Top Performing PSLAX Alternatives (YTD)
PSLAX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | PSLAX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | PSLAX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | PSLAX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | PSLAX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | PSLAX vs MMEYX |
Lowest Volatility Alternatives to PSLAX
PSLAX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | PSLAX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | PSLAX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | PSLAX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | PSLAX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | PSLAX vs TASCX |
Lowest Drawdown Alternatives to PSLAX
PSLAX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | PSLAX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | PSLAX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | PSLAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | PSLAX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | PSLAX vs JMCRX |
Other Mutual Funds from Putnam
Most popular Putnam mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 62 | -1.32% | Jun 15, 1977 | PSLAX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PSLAX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PSLAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PSLAX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PSLAX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PSLAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PSLAX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PSLAX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PSLAX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PSLAX vs PNRAX |
Often Compared With PSLAX
What investors most often compare with PSLAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Small Cap Value Fund I | Small Cap Value Equities | 51 | -1.68% | Jul 25, 1986 | PSLAX vs CSMIX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | PSLAX vs DEVLX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | PSLAX vs SSCVX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | PSLAX vs USBNX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | PSLAX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | PSLAX vs VSCAX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | PSLAX vs HRTVX |
Compare PSLAX with Any Fund or Stock
Compare PSLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.