FVLAX vs. PSECX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Value Leaders Fund Class A (FVLAX) and 1789 Growth and Income Fund (PSECX).

FVLAX is managed by Fidelity. It was launched on Jun 17, 2003. PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011.

Performance

FVLAX vs. PSECX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Value Leaders Fund Class A (FVLAX) and 1789 Growth and Income Fund (PSECX). The values are adjusted to include any dividend payments, if applicable.

FVLAX vs. PSECX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FVLAX Fidelity Advisor Value Leaders Fund Class A	0.00%	4.80%	4.34%	6.82%	1.10%	24.51%	-5.57%	21.30%	-9.26%	14.42%
PSECX 1789 Growth and Income Fund	-2.01%	8.04%	14.49%	10.64%	-10.66%	25.43%	0.78%	23.99%	-5.18%	5.16%

Returns By Period

FVLAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

PSECX

• 1D: -0.05%
• 1M: -7.25%
• YTD: -2.01%
• 6M: -3.71%
• 1Y: 6.71%
• 3Y*: 9.78%
• 5Y*: 7.18%
• 10Y*: 6.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FVLAX vs. PSECX - Expense Ratio Comparison

FVLAX has a 1.15% expense ratio, which is lower than PSECX's 2.02% expense ratio.

PSECX

1789 Growth and Income Fund

FVLAX

Fidelity Advisor Value Leaders Fund Class A

Return for Risk

FVLAX vs. PSECX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PSECX

PSECX Risk / Return Rank: 24
PSECX Sharpe Ratio Rank: 22
PSECX Sortino Ratio Rank: 22
PSECX Omega Ratio Rank: 20
PSECX Calmar Ratio Rank: 28
PSECX Martin Ratio Rank: 30

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FVLAX vs. PSECX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Leaders Fund Class A (FVLAX) and 1789 Growth and Income Fund (PSECX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FVLAX	PSECX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.59	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.61	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.52	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.53	—

Correlation

The correlation between FVLAX and PSECX is 0.82, 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

FVLAX vs. PSECX - Dividend Comparison

FVLAX's dividend yield for the trailing twelve months is around 2.48%, more than PSECX's 0.87% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FVLAX Fidelity Advisor Value Leaders Fund Class A	2.48%	2.48%	11.39%	5.28%	1.87%	7.54%	0.61%	1.48%	8.96%	0.64%	0.45%	0.11%
PSECX 1789 Growth and Income Fund	0.87%	0.85%	3.88%	2.71%	4.60%	1.53%	0.27%	1.16%	6.78%	0.59%	0.31%	5.12%

Drawdowns

Drawdown Indicators

	FVLAX	PSECX	Difference
Max Drawdown Largest peak-to-trough decline	—	-31.13%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.36%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.47%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-31.13%	—
Current Drawdown Current decline from peak	—	-7.44%	—
Average Drawdown Average peak-to-trough decline	—	-3.90%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	FVLAX	PSECX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.06%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.60%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	13.13%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	11.90%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	13.17%	—