PNSAX vs. BSCMX

In the year-to-date period, PNSAX achieves a 29.97% return, which is significantly higher than BSCMX's 26.18% return.

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

This table presents a comparison of risk-adjusted performance metrics for Putnam Small Cap Growth Fund (PNSAX) and Brandes Small Cap Value Fund (BSCMX). 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 PNSAX Sharpe Ratio is 2.22, which is comparable to the BSCMX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of PNSAX and BSCMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PNSAX has not paid dividends to shareholders, while BSCMX's dividend yield for the trailing twelve months is around 0.94%.

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

Putnam Small Cap Growth Fund (PNSAX) has a higher volatility of 6.60% compared to Brandes Small Cap Value Fund (BSCMX) at 6.18%. This indicates that PNSAX's price experiences larger fluctuations and is considered to be riskier than BSCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.