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 317 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 14. There are 307 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | PSECX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PSECX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | PSECX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | PSECX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | PSECX vs BBISX |
Top Performing PSECX Alternatives (YTD)
PSECX is at 3.97% YTD. There are 304 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | PSECX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | PSECX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | PSECX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | PSECX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | PSECX vs PXTIX |
Lowest Volatility Alternatives to PSECX
PSECX has 9.96% 1-year volatility. There are 45 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PSECX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | PSECX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | PSECX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | PSECX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | PSECX vs TMMAX |
Lowest Drawdown Alternatives to PSECX
PSECX has a 1-year max drawdown of -7.44%. There are 176 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 Fund | -4.50% | — | Dec 1990 | PSECX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PSECX vs SVAIX |
Often Compared With PSECX
Investors most often compare PSECX with COPLX, LOMAX, DDVCX. These 20 comparison targets span 1 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