BSCMX vs. PNSAX

In the year-to-date period, BSCMX achieves a 21.14% return, which is significantly lower than PNSAX's 23.96% return.

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BSCMX has a 0.91% expense ratio, which is lower than PNSAX's 1.23% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brandes Small Cap Value Fund (BSCMX) and Putnam Small Cap Growth Fund (PNSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BSCMX Sharpe Ratio is 1.32, which is comparable to the PNSAX Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of BSCMX and PNSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSCMX's dividend yield for the trailing twelve months is around 0.98%, while PNSAX has not paid dividends to shareholders.

The maximum BSCMX drawdown since its inception was -42.71%, smaller than the maximum PNSAX drawdown of -61.15%. Use the drawdown chart below to compare losses from any high point for BSCMX and PNSAX. For additional features, visit the drawdowns tool.

The current volatility for Brandes Small Cap Value Fund (BSCMX) is 4.81%, while Putnam Small Cap Growth Fund (PNSAX) has a volatility of 5.58%. This indicates that BSCMX experiences smaller price fluctuations and is considered to be less risky than PNSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.