PSECX vs. FALAX
Compare and contrast key facts about 1789 Growth and Income Fund (PSECX) and Fidelity Advisor Large Cap Fund Class A (FALAX).
PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011. FALAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
PSECX vs. FALAX - Performance Comparison
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PSECX vs. FALAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
FALAX Fidelity Advisor Large Cap Fund Class A | 0.00% | 19.36% | 26.05% | 23.16% | -8.16% | 25.49% | 8.56% | 31.37% | -8.64% | 16.87% |
Returns By Period
Over the past 10 years, PSECX has underperformed FALAX with an annualized return of 6.86%, while FALAX has yielded a comparatively higher 14.35% annualized return.
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%
FALAX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- -1.16%
- 1Y
- 22.36%
- 3Y*
- 20.31%
- 5Y*
- 13.75%
- 10Y*
- 14.35%
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PSECX vs. FALAX - Expense Ratio Comparison
PSECX has a 2.02% expense ratio, which is higher than FALAX's 0.80% expense ratio.
Return for Risk
PSECX vs. FALAX — Risk / Return Rank
PSECX
FALAX
PSECX vs. FALAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1789 Growth and Income Fund (PSECX) and Fidelity Advisor Large Cap Fund Class A (FALAX). 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.
| PSECX | FALAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.46 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.93 | 2.08 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.45 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.14 | -0.32 |
Martin ratioReturn relative to average drawdown | 3.31 | 4.62 | -1.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PSECX | FALAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.46 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.85 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.78 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.46 | +0.07 |
Correlation
The correlation between PSECX and FALAX is 0.80, 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
PSECX vs. FALAX - Dividend Comparison
PSECX's dividend yield for the trailing twelve months is around 0.87%, less than FALAX's 6.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FALAX Fidelity Advisor Large Cap Fund Class A | 6.03% | 6.03% | 6.33% | 3.46% | 2.21% | 6.69% | 5.50% | 8.65% | 17.32% | 6.41% | 2.11% | 3.02% |
Drawdowns
PSECX vs. FALAX - Drawdown Comparison
The maximum PSECX drawdown since its inception was -31.13%, smaller than the maximum FALAX drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for PSECX and FALAX.
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Drawdown Indicators
| PSECX | FALAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -63.41% | +32.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -12.28% | +3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -21.62% | +3.15% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -37.55% | +6.42% |
Current DrawdownCurrent decline from peak | -7.44% | -4.19% | -3.25% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -14.00% | +10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 3.92% | -1.85% |
Volatility
PSECX vs. FALAX - Volatility Comparison
1789 Growth and Income Fund (PSECX) has a higher volatility of 3.06% compared to Fidelity Advisor Large Cap Fund Class A (FALAX) at 0.00%. This indicates that PSECX's price experiences larger fluctuations and is considered to be riskier than FALAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSECX | FALAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 0.00% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 5.85% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 17.18% | -4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 16.55% | -4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 18.63% | -5.46% |