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DEVLX vs. PSLAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DEVLX vs. PSLAX

Last updated May 12, 2025

Compare and contrast key facts about Delaware Small Cap Value Fund (DEVLX) and Putnam Small Cap Value Fund (PSLAX).

DEVLX is managed by Delaware Funds. It was launched on Jun 24, 1987. 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: DEVLX or PSLAX.

Correlation

The correlation between DEVLX and PSLAX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

DEVLX vs. PSLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delaware Small Cap Value Fund (DEVLX) and Putnam Small Cap Value Fund (PSLAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

DEVLX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PSLAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DEVLX vs. PSLAX - Expense Ratio Comparison

DEVLX has a 1.11% expense ratio, which is lower than PSLAX's 1.15% expense ratio.

PSLAX
Putnam Small Cap Value Fund
DEVLX
Delaware Small Cap Value Fund

Risk-Adjusted Performance

DEVLX vs. PSLAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DEVLX
The Risk-Adjusted Performance Rank of DEVLX is 2727
Overall Rank
The Sharpe Ratio Rank of DEVLX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of DEVLX is 2929
Sortino Ratio Rank
The Omega Ratio Rank of DEVLX is 2828
Omega Ratio Rank
The Calmar Ratio Rank of DEVLX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of DEVLX is 2626
Martin Ratio Rank
PSLAX
The Risk-Adjusted Performance Rank of PSLAX is 1111
Overall Rank
The Sharpe Ratio Rank of PSLAX is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of PSLAX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of PSLAX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of PSLAX is 99
Calmar Ratio Rank
The Martin Ratio Rank of PSLAX is 1111
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DEVLX vs. PSLAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Value Fund (DEVLX) 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.

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Dividends

DEVLX vs. PSLAX - Dividend Comparison

DEVLX's dividend yield for the trailing twelve months is around 1.29%, while PSLAX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
DEVLX
Delaware Small Cap Value Fund		1.29%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PSLAX
Putnam Small Cap Value Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DEVLX vs. PSLAX - Drawdown Comparison

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Volatility

DEVLX vs. PSLAX - Volatility Comparison

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