PSECX vs. FDETX
Compare and contrast key facts about 1789 Growth and Income Fund (PSECX) and Fidelity Advisor Capital Development Fund Class O (FDETX).
PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011. FDETX is managed by Fidelity. It was launched on Dec 30, 1985.
Performance
PSECX vs. FDETX - Performance Comparison
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PSECX vs. FDETX - 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% |
FDETX Fidelity Advisor Capital Development Fund Class O | -5.03% | 27.60% | 27.07% | 24.20% | -8.00% | 25.32% | 9.12% | 31.39% | -9.09% | 16.45% |
Returns By Period
In the year-to-date period, PSECX achieves a -2.01% return, which is significantly higher than FDETX's -5.03% return. Over the past 10 years, PSECX has underperformed FDETX with an annualized return of 6.86%, while FDETX has yielded a comparatively higher 14.66% 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%
FDETX
- 1D
- -0.61%
- 1M
- -8.06%
- YTD
- -5.03%
- 6M
- -0.14%
- 1Y
- 24.08%
- 3Y*
- 21.48%
- 5Y*
- 14.54%
- 10Y*
- 14.66%
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PSECX vs. FDETX - Expense Ratio Comparison
PSECX has a 2.02% expense ratio, which is higher than FDETX's 0.56% expense ratio.
Return for Risk
PSECX vs. FDETX — Risk / Return Rank
PSECX
FDETX
PSECX vs. FDETX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1789 Growth and Income Fund (PSECX) and Fidelity Advisor Capital Development Fund Class O (FDETX). 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 | FDETX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.34 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.90 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.30 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.78 | -0.96 |
Martin ratioReturn relative to average drawdown | 3.31 | 8.19 | -4.88 |
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 | FDETX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.34 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.83 | -0.23 |
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 | 0.62 | -0.09 |
Correlation
The correlation between PSECX and FDETX is 0.81, 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. FDETX - Dividend Comparison
PSECX's dividend yield for the trailing twelve months is around 0.87%, less than FDETX's 10.89% 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% |
FDETX Fidelity Advisor Capital Development Fund Class O | 10.89% | 10.34% | 8.95% | 4.39% | 5.66% | 5.63% | 4.47% | 7.46% | 15.81% | 5.34% | 2.92% | 5.97% |
Drawdowns
PSECX vs. FDETX - Drawdown Comparison
The maximum PSECX drawdown since its inception was -31.13%, smaller than the maximum FDETX drawdown of -66.86%. Use the drawdown chart below to compare losses from any high point for PSECX and FDETX.
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Drawdown Indicators
| PSECX | FDETX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -66.86% | +35.73% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -12.42% | +4.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -21.72% | +3.25% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -36.61% | +5.48% |
Current DrawdownCurrent decline from peak | -7.44% | -9.64% | +2.20% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -11.26% | +7.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 2.70% | -0.63% |
Volatility
PSECX vs. FDETX - Volatility Comparison
The current volatility for 1789 Growth and Income Fund (PSECX) is 3.06%, while Fidelity Advisor Capital Development Fund Class O (FDETX) has a volatility of 4.48%. This indicates that PSECX experiences smaller price fluctuations and is considered to be less risky than FDETX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSECX | FDETX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 4.48% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 9.55% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 18.39% | -5.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 17.56% | -5.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 18.82% | -5.65% |