1789 Growth and Income Fund (PSECX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSECX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSECX
PSECX charges 2.02% annually. There are 316 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PSECX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PSECX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PSECX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PSECX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PSECX vs TILVX |
Best Risk-Adjusted Alternatives to PSECX
PSECX has a PortfoliosLab risk / return rank of 22. There are 305 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | PSECX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | PSECX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | PSECX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | PSECX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | PSECX vs LSVVX |
Top Performing PSECX Alternatives (YTD)
PSECX is at 5.88% YTD. There are 307 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | PSECX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | PSECX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | PSECX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | PSECX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | PSECX vs AVLVX |
Lowest Volatility Alternatives to PSECX
PSECX has 10.14% 1-year volatility. There are 46 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | PSECX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | PSECX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | PSECX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | PSECX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | PSECX vs ACIIX |
Lowest Drawdown Alternatives to PSECX
PSECX has a 1-year max drawdown of -7.44%. There are 173 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PSECX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PSECX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PSECX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | PSECX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PSECX vs SVAIX |
Other Mutual Funds from Pinnacle
The 2 most viewed Pinnacle mutual funds shown here include PVFIX, IPSHX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pinnacle Value Fund | Diversified Portfolio | 90 | 13.06% | — | Mar 2003 | PSECX vs PVFIX | |
| Pinnacle Sherman Multi-Strategy Core Fund | Tactical Allocation | 34 | 7.49% | — | Sep 2015 | PSECX vs IPSHX |
Often Compared With PSECX
Investors most often compare PSECX with COPLX, LOMAX, DDVCX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PSECX with Any Fund or Stock
Compare PSECX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSECX with funds that move differently
1789 Growth and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSECX.
Explore PSECX Diversifiers