1789 Growth and Income Fund (PSECX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PSECX
PSECX charges 2.02% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PSECX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PSECX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PSECX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PSECX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PSECX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | PSECX vs TILVX |
Best Risk-Adjusted Alternatives to PSECX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | PSECX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PSECX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PSECX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PSECX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PSECX vs VALAX |
Top Performing PSECX Alternatives (YTD)
PSECX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | PSECX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PSECX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PSECX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PSECX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PSECX vs HFCVX |
Lowest Volatility Alternatives to PSECX
PSECX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | PSECX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PSECX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PSECX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PSECX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PSECX vs ACIIX |
Lowest Drawdown Alternatives to PSECX
PSECX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | PSECX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PSECX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PSECX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PSECX vs RIDAX | |
| GQG Partners US Quality Dividend Income Fund | -8.57% | Jun 29, 2021 | PSECX vs GQHPX |
Often Compared With PSECX
What investors most often compare with PSECX, 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.