PSECX vs. OLVAX
Compare and contrast key facts about 1789 Growth and Income Fund (PSECX) and JPMorgan Large Cap Value Fund Class A (OLVAX).
PSECX is managed by Pinnacle Capital Management. It was launched on Jan 21, 2011. OLVAX is managed by JPMorgan. It was launched on Feb 18, 1992.
Performance
PSECX vs. OLVAX - Performance Comparison
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PSECX vs. OLVAX - 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% |
OLVAX JPMorgan Large Cap Value Fund Class A | -2.74% | 15.40% | 26.56% | 11.05% | -0.35% | 23.30% | 10.24% | 27.12% | -15.41% | 17.45% |
Returns By Period
In the year-to-date period, PSECX achieves a -2.01% return, which is significantly higher than OLVAX's -2.74% return. Over the past 10 years, PSECX has underperformed OLVAX with an annualized return of 6.86%, while OLVAX has yielded a comparatively higher 12.41% 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%
OLVAX
- 1D
- -0.05%
- 1M
- -7.61%
- YTD
- -2.74%
- 6M
- 1.20%
- 1Y
- 12.68%
- 3Y*
- 15.84%
- 5Y*
- 10.60%
- 10Y*
- 12.41%
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PSECX vs. OLVAX - Expense Ratio Comparison
PSECX has a 2.02% expense ratio, which is higher than OLVAX's 0.93% expense ratio.
Return for Risk
PSECX vs. OLVAX — Risk / Return Rank
PSECX
OLVAX
PSECX vs. OLVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1789 Growth and Income Fund (PSECX) and JPMorgan Large Cap Value Fund Class A (OLVAX). 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 | OLVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.83 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.23 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.06 | -0.24 |
Martin ratioReturn relative to average drawdown | 3.31 | 3.92 | -0.61 |
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 | OLVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.83 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.65 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.61 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.41 | +0.12 |
Correlation
The correlation between PSECX and OLVAX is 0.83, 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. OLVAX - Dividend Comparison
PSECX's dividend yield for the trailing twelve months is around 0.87%, less than OLVAX's 7.76% 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% |
OLVAX JPMorgan Large Cap Value Fund Class A | 7.76% | 7.60% | 19.97% | 5.09% | 5.43% | 7.79% | 0.81% | 1.11% | 8.65% | 8.87% | 5.56% | 14.94% |
Drawdowns
PSECX vs. OLVAX - Drawdown Comparison
The maximum PSECX drawdown since its inception was -31.13%, smaller than the maximum OLVAX drawdown of -60.15%. Use the drawdown chart below to compare losses from any high point for PSECX and OLVAX.
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Drawdown Indicators
| PSECX | OLVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.13% | -60.15% | +29.02% |
Max Drawdown (1Y)Largest decline over 1 year | -8.36% | -11.41% | +3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -18.47% | -18.49% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -31.13% | -43.20% | +12.07% |
Current DrawdownCurrent decline from peak | -7.44% | -9.37% | +1.93% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -9.86% | +5.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 3.09% | -1.02% |
Volatility
PSECX vs. OLVAX - Volatility Comparison
The current volatility for 1789 Growth and Income Fund (PSECX) is 3.06%, while JPMorgan Large Cap Value Fund Class A (OLVAX) has a volatility of 4.01%. This indicates that PSECX experiences smaller price fluctuations and is considered to be less risky than OLVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSECX | OLVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.06% | 4.01% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 9.57% | -1.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.13% | 16.46% | -3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.90% | 16.42% | -4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 20.38% | -7.21% |