PSGIX vs. PNSAX
Compare and contrast key facts about BlackRock Advantage Small Cap Growth Fund (PSGIX) and Putnam Small Cap Growth Fund (PNSAX).
PSGIX is managed by BlackRock. It was launched on Sep 14, 1993. PNSAX is managed by Putnam. It was launched on Dec 31, 1997.
Performance
PSGIX vs. PNSAX - Performance Comparison
Loading graphics...
PSGIX vs. PNSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSGIX BlackRock Advantage Small Cap Growth Fund | -6.12% | 15.24% | 14.07% | 18.73% | -24.93% | 2.95% | 33.47% | 33.92% | -5.01% | 14.19% |
PNSAX Putnam Small Cap Growth Fund | -5.03% | 8.91% | 22.98% | 22.87% | -28.10% | 14.38% | 47.65% | 37.60% | -2.46% | 20.19% |
Returns By Period
In the year-to-date period, PSGIX achieves a -6.12% return, which is significantly lower than PNSAX's -5.03% return. Over the past 10 years, PSGIX has underperformed PNSAX with an annualized return of 10.01%, while PNSAX has yielded a comparatively higher 13.42% annualized return.
PSGIX
- 1D
- -2.20%
- 1M
- -9.88%
- YTD
- -6.12%
- 6M
- -4.31%
- 1Y
- 20.62%
- 3Y*
- 11.58%
- 5Y*
- 1.57%
- 10Y*
- 10.01%
PNSAX
- 1D
- -2.60%
- 1M
- -11.12%
- YTD
- -5.03%
- 6M
- -7.13%
- 1Y
- 15.50%
- 3Y*
- 13.48%
- 5Y*
- 4.51%
- 10Y*
- 13.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSGIX vs. PNSAX - Expense Ratio Comparison
PSGIX has a 0.50% expense ratio, which is lower than PNSAX's 1.23% expense ratio.
Return for Risk
PSGIX vs. PNSAX — Risk / Return Rank
PSGIX
PNSAX
PSGIX vs. PNSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Advantage Small Cap Growth Fund (PSGIX) 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.
| PSGIX | PNSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.62 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.03 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.13 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.93 | +0.33 |
Martin ratioReturn relative to average drawdown | 4.38 | 3.25 | +1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSGIX | PNSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.62 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.20 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.58 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.41 | -0.03 |
Correlation
The correlation between PSGIX and PNSAX is 0.94, 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.
Dividends
PSGIX vs. PNSAX - Dividend Comparison
PSGIX's dividend yield for the trailing twelve months is around 0.12%, less than PNSAX's 0.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSGIX BlackRock Advantage Small Cap Growth Fund | 0.12% | 0.11% | 0.25% | 0.25% | 0.47% | 18.37% | 5.36% | 5.37% | 24.24% | 11.12% | 0.05% | 6.08% |
PNSAX Putnam Small Cap Growth Fund | 0.45% | 0.42% | 0.00% | 0.00% | 0.00% | 15.27% | 4.87% | 1.93% | 1.88% | 0.00% | 0.00% | 0.00% |
Drawdowns
PSGIX vs. PNSAX - Drawdown Comparison
The maximum PSGIX drawdown since its inception was -77.50%, which is greater than PNSAX's maximum drawdown of -69.47%. Use the drawdown chart below to compare losses from any high point for PSGIX and PNSAX.
Loading graphics...
Drawdown Indicators
| PSGIX | PNSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.50% | -69.47% | -8.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.78% | -14.00% | +0.22% |
Max Drawdown (5Y)Largest decline over 5 years | -40.55% | -38.77% | -1.78% |
Max Drawdown (10Y)Largest decline over 10 years | -41.59% | -38.77% | -2.82% |
Current DrawdownCurrent decline from peak | -13.74% | -14.00% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -25.39% | -23.68% | -1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 4.00% | -0.03% |
Volatility
PSGIX vs. PNSAX - Volatility Comparison
The current volatility for BlackRock Advantage Small Cap Growth Fund (PSGIX) is 7.85%, while Putnam Small Cap Growth Fund (PNSAX) has a volatility of 9.02%. This indicates that PSGIX 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.
Loading graphics...
Volatility by Period
| PSGIX | PNSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.85% | 9.02% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 16.28% | 16.97% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.98% | 24.41% | +0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.36% | 22.96% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.27% | 23.38% | +0.89% |