PSLAX vs. CSMIX
Compare and contrast key facts about Putnam Small Cap Value Fund (PSLAX) and Columbia Small Cap Value Fund I (CSMIX).
PSLAX is managed by Putnam. It was launched on Apr 12, 1999. CSMIX is managed by Columbia Threadneedle. It was launched on Jul 25, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSLAX or CSMIX.
Correlation
The correlation between PSLAX and CSMIX is 0.81, 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
PSLAX vs. CSMIX - Performance Comparison
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Key characteristics
PSLAX:
-0.14
CSMIX:
0.03
PSLAX:
-0.01
CSMIX:
0.23
PSLAX:
1.00
CSMIX:
1.03
PSLAX:
-0.10
CSMIX:
0.04
PSLAX:
-0.27
CSMIX:
0.12
PSLAX:
11.00%
CSMIX:
8.65%
PSLAX:
24.31%
CSMIX:
23.54%
PSLAX:
-68.68%
CSMIX:
-56.88%
PSLAX:
-14.30%
CSMIX:
-10.84%
Returns By Period
In the year-to-date period, PSLAX achieves a -2.56% return, which is significantly higher than CSMIX's -4.03% return. Over the past 10 years, PSLAX has underperformed CSMIX with an annualized return of 1.04%, while CSMIX has yielded a comparatively higher 8.10% annualized return.
PSLAX
-2.56%
13.47%
-9.93%
-3.60%
16.09%
1.04%
CSMIX
-4.03%
13.25%
-4.77%
0.69%
18.05%
8.10%
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PSLAX vs. CSMIX - Expense Ratio Comparison
PSLAX has a 1.15% expense ratio, which is lower than CSMIX's 1.26% expense ratio.
Risk-Adjusted Performance
PSLAX vs. CSMIX — Risk-Adjusted Performance Rank
PSLAX
CSMIX
PSLAX vs. CSMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Small Cap Value Fund (PSLAX) and Columbia Small Cap Value Fund I (CSMIX). 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
PSLAX vs. CSMIX - Dividend Comparison
PSLAX's dividend yield for the trailing twelve months is around 0.89%, more than CSMIX's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLAX Putnam Small Cap Value Fund | 0.89% | 0.86% | 0.53% | 0.35% | 0.20% | 0.90% | 1.33% | 2.40% | 0.60% | 0.66% | 6.48% | 4.82% |
CSMIX Columbia Small Cap Value Fund I | 0.55% | 0.53% | 0.56% | 0.35% | 0.16% | 0.42% | 0.46% | 0.41% | 0.01% | 0.37% | 0.34% | 0.42% |
Drawdowns
PSLAX vs. CSMIX - Drawdown Comparison
The maximum PSLAX drawdown since its inception was -68.68%, which is greater than CSMIX's maximum drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for PSLAX and CSMIX. For additional features, visit the drawdowns tool.
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Volatility
PSLAX vs. CSMIX - Volatility Comparison
Putnam Small Cap Value Fund (PSLAX) has a higher volatility of 6.23% compared to Columbia Small Cap Value Fund I (CSMIX) at 5.90%. This indicates that PSLAX's price experiences larger fluctuations and is considered to be riskier than CSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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