CLM Alternatives & Similar Mutual Funds

Cornerstone Strategic Investment Fund, Inc. (CLM) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CLM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to CLM

CLM charges 1.10% annually. There are 162 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	CLM vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	CLM vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	CLM vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	CLM vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	CLM vs VTWAX

Best Risk-Adjusted Alternatives to CLM

CLM has a PortfoliosLab risk / return rank of 18. There are 202 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	CLM vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	CLM vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	CLM vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	CLM vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	CLM vs PGVFX

Top Performing CLM Alternatives (YTD)

CLM is at -0.66% YTD. There are 236 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	CLM vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	CLM vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	CLM vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	CLM vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	CLM vs EPSYX

Lowest Volatility Alternatives to CLM

CLM has 16.61% 1-year volatility. There are 182 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	CLM vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	CLM vs MBXIX
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	CLM vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.01%	2.00B	Dec 2013	CLM vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	CLM vs SVTAX

Lowest Drawdown Alternatives to CLM

CLM has a 1-year max drawdown of -14.61%. There are 216 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	CLM vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	CLM vs MBXAX
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	CLM vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	CLM vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	CLM vs SGMAX

Other Mutual Funds from Cornerstone

The 1 most viewed Cornerstone mutual funds shown here include CRF and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CRF	Cornerstone Total Return Fund, Inc.	Large Cap Blend Equities	18	-0.35%	—	May 1973	CLM vs CRF

Often Compared With CLM

Investors most often compare CLM with VYM, QQQI, SPY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VYM	Vanguard High Dividend Yield ETF	Dividend	90	14.21%	96.20B	Nov 2006	CLM vs VYM
QQQI	NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	43	6.90%	13.40B	Jan 2024	CLM vs QQQI
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	CLM vs SPY
QQQ	Invesco QQQ ETF	Nasdaq-100	49	12.26%	452.80B	Mar 1999	CLM vs QQQ
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	CLM vs VOO
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	83	16.11%	—	Jan 1990	CLM vs ADX
FOF	Cohen & Steers Closed-End Opportunity Fund	Large Cap Value Equities	27	7.58%	—	Nov 2006	CLM vs FOF
JEPI	JPMorgan Equity Premium Income ETF	Dividend, Derivative Income	48	4.52%	45.80B	May 2020	CLM vs JEPI
UTG	Reaves Utility Income Trust		55	8.27%	—	—	CLM vs UTG
SPYI	NEOS S&P 500 High Income ETF	Derivative Income, S&P 500	72	7.96%	11.05B	Aug 2022	CLM vs SPYI
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	CLM vs SCHD
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	30	4.99%	59.97B	Dec 2009	CLM vs SCHG
SPYM	State Street SPDR Portfolio S&P 500 ETF	S&P 500	68	10.15%	160.81B	Nov 2005	CLM vs SPYM
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	13	19.01%	—	Feb 2019	CLM vs PDX
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	91	13.39%	42.77B	Jun 2014	CLM vs DGRO
NML	Neuberger Berman MLP	MLPs, Energy Equities	71	28.84%	—	Mar 2013	CLM vs NML
HTGC	Hercules Capital, Inc.		41	-5.31%	—	—	CLM vs HTGC
AGNC	AGNC Investment Corp.		79	7.45%	—	—	CLM vs AGNC
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	10.45%	—	Sep 2021	CLM vs ECAT
QYLD	Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	83	7.67%	8.09B	Dec 2013	CLM vs QYLD

Compare CLM with Any Fund or Stock

Compare CLM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair CLM with funds that move differently

Cornerstone Strategic Investment Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLM.

Explore CLM Diversifiers

Cornerstone Strategic Investment Fund, Inc. (CLM) Alternatives