CSMIX vs. PSLAX
Compare and contrast key facts about Columbia Small Cap Value Fund I (CSMIX) and Putnam Small Cap Value Fund (PSLAX).
CSMIX is managed by Columbia Threadneedle. It was launched on Jul 25, 1986. PSLAX is managed by Putnam. It was launched on Apr 12, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMIX or PSLAX.
Correlation
The correlation between CSMIX and PSLAX is 0.95, 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
CSMIX vs. PSLAX - Performance Comparison
Key characteristics
CSMIX:
0.26
PSLAX:
0.35
CSMIX:
0.51
PSLAX:
0.62
CSMIX:
1.06
PSLAX:
1.08
CSMIX:
0.22
PSLAX:
0.42
CSMIX:
1.01
PSLAX:
1.20
CSMIX:
5.07%
PSLAX:
5.80%
CSMIX:
19.43%
PSLAX:
19.76%
CSMIX:
-63.25%
PSLAX:
-68.68%
CSMIX:
-14.15%
PSLAX:
-8.62%
Returns By Period
In the year-to-date period, CSMIX achieves a 2.67% return, which is significantly lower than PSLAX's 3.90% return. Over the past 10 years, CSMIX has underperformed PSLAX with an annualized return of 0.75%, while PSLAX has yielded a comparatively higher 1.98% annualized return.
CSMIX
2.67%
-0.40%
6.33%
7.12%
5.40%
0.75%
PSLAX
3.90%
1.88%
0.64%
9.45%
8.96%
1.98%
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CSMIX vs. PSLAX - Expense Ratio Comparison
CSMIX has a 1.26% expense ratio, which is higher than PSLAX's 1.15% expense ratio.
Risk-Adjusted Performance
CSMIX vs. PSLAX — Risk-Adjusted Performance Rank
CSMIX
PSLAX
CSMIX vs. PSLAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Value Fund I (CSMIX) and Putnam Small Cap Value Fund (PSLAX). 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
CSMIX vs. PSLAX - Dividend Comparison
CSMIX's dividend yield for the trailing twelve months is around 0.51%, less than PSLAX's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMIX Columbia Small Cap Value Fund I | 0.51% | 0.53% | 0.56% | 0.35% | 0.16% | 0.42% | 0.46% | 0.41% | 0.01% | 0.37% | 0.34% | 0.42% |
PSLAX Putnam Small Cap Value Fund | 0.83% | 0.86% | 0.53% | 0.35% | 0.20% | 0.90% | 1.33% | 2.40% | 0.60% | 0.66% | 6.48% | 4.82% |
Drawdowns
CSMIX vs. PSLAX - Drawdown Comparison
The maximum CSMIX drawdown since its inception was -63.25%, smaller than the maximum PSLAX drawdown of -68.68%. Use the drawdown chart below to compare losses from any high point for CSMIX and PSLAX. For additional features, visit the drawdowns tool.
Volatility
CSMIX vs. PSLAX - Volatility Comparison
Columbia Small Cap Value Fund I (CSMIX) and Putnam Small Cap Value Fund (PSLAX) have volatilities of 4.05% and 3.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.