BSCMX vs. PNSAX
Compare and contrast key facts about Brandes Small Cap Value Fund (BSCMX) and Putnam Small Cap Growth Fund (PNSAX).
BSCMX is managed by Brandes. It was launched on Jan 2, 2018. PNSAX is managed by Putnam. It was launched on Dec 31, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCMX or PNSAX.
Key characteristics
| BSCMX | PNSAX | |
|---|---|---|
| YTD Return | 6.33% | 7.76% |
| 1Y Return | 21.62% | 22.95% |
| 3Y Return (Ann) | 9.60% | 0.34% |
| 5Y Return (Ann) | 14.09% | 12.37% |
| Sharpe Ratio | 1.42 | 1.36 |
| Daily Std Dev | 15.65% | 17.40% |
| Max Drawdown | -38.12% | -61.15% |
| Current Drawdown | -5.62% | -16.00% |
Correlation
The correlation between BSCMX and PNSAX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BSCMX vs. PNSAX - Performance Comparison
In the year-to-date period, BSCMX achieves a 6.33% return, which is significantly lower than PNSAX's 7.76% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BSCMX vs. PNSAX - Expense Ratio Comparison
BSCMX has a 0.91% expense ratio, which is lower than PNSAX's 1.23% expense ratio.
Risk-Adjusted Performance
BSCMX vs. PNSAX - Risk-Adjusted Performance Comparison
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.
Dividends
BSCMX vs. PNSAX - Dividend Comparison
BSCMX's dividend yield for the trailing twelve months is around 2.75%, while PNSAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
BSCMX Brandes Small Cap Value Fund | 2.75% | 3.50% | 2.93% | 4.38% | 1.76% | 1.11% | 9.02% | 0.00% | 0.00% |
PNSAX Putnam Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 15.27% | 4.87% | 1.93% | 1.88% | 0.00% | 0.00% |
Drawdowns
BSCMX vs. PNSAX - Drawdown Comparison
The maximum BSCMX drawdown since its inception was -38.12%, 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.
Volatility
BSCMX vs. PNSAX - Volatility Comparison
The current volatility for Brandes Small Cap Value Fund (BSCMX) is 4.74%, while Putnam Small Cap Growth Fund (PNSAX) has a volatility of 5.43%. 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.