CRF Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to CRF

CRF charges 1.13% annually. There are 334 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	CRF vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	CRF vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	CRF vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	CRF vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	CRF vs VSMPX

Best Risk-Adjusted Alternatives to CRF

CRF has a PortfoliosLab risk / return rank of 16. There are 365 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	CRF vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	CRF vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	CRF vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	CRF vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	CRF vs RCKSX

Top Performing CRF Alternatives (YTD)

CRF is at -0.77% YTD. There are 388 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	CRF vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	CRF vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	CRF vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	CRF vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	CRF vs IGIAX

Lowest Volatility Alternatives to CRF

CRF has 15.35% 1-year volatility. There are 359 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	CRF vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	CRF vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	CRF vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	CRF vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	CRF vs SILVX

Lowest Drawdown Alternatives to CRF

CRF has a 1-year max drawdown of -14.88%. There are 377 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	CRF vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	CRF vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	CRF vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	CRF vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	CRF vs AMFEX

Other Mutual Funds from Cornerstone

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CLM	Cornerstone Strategic Investment Fund, Inc.	Global Equities	15	-1.20%	—	Jun 1987	CRF vs CLM

Often Compared With CRF

Investors most often compare CRF with SCHD, AMDY, CRFIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	CRF vs SCHD
AMDY	YieldMax AMD Option Income Strategy ETF	Derivative Income, Options Trading	87	90.29%	382.78M	Sep 2023	CRF vs AMDY
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	—	—	—	Apr 2022	CRF vs CRFIX
UTL	Unitil Corporation		54	12.55%	—	—	CRF vs UTL
BLW	BlackRock Limited Duration Income Trust		32	-3.06%	—	—	CRF vs BLW
AGNC	AGNC Investment Corp.		78	7.24%	—	—	CRF vs AGNC
BOE.AX	Boss Energy Limited		29	-14.83%	—	—	CRF vs BOE.AX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	CRF vs SPY
ACP.AX	Audalia Resources Limited		43	0.00%	—	—	CRF vs ACP.AX
GABEX	Gabelli Equity Income Fund	Dividend, Large Cap Blend Equities	11	11.95%	—	Jan 1992	CRF vs GABEX
BIT	BlackRock Multi-Sector Income Trust		24	0.22%	—	—	CRF vs BIT
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	40	6.42%	—	Sep 2015	CRF vs HTDIX
GABSX	Gabelli Small Cap Growth Fund	Small Cap Blend Equities	40	13.92%	—	Oct 1991	CRF vs GABSX
ECC	Eagle Point Credit Company Inc		16	-23.10%	—	—	CRF vs ECC
GGME	Invesco Next Gen Media and Gaming ETF	Technology Equities	11	2.98%	44.03M	Jun 2005	CRF vs GGME
CSWC	Capital Southwest Corporation		72	15.19%	—	—	CRF vs CSWC
GABAX	Gabelli Asset Fund	Large Cap Blend Equities	49	9.91%	—	Mar 1986	CRF vs GABAX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	13	1.09%	—	Mar 2003	CRF vs JPC
CLMT	Calumet Specialty Products Partners, L.P.		98	113.24%	—	—	CRF vs CLMT
MYIIX	MainStay WMC International Research Equity Fund	Foreign Large Cap Equities	84	13.32%	—	Sep 2007	CRF vs MYIIX

Compare CRF with Any Fund or Stock

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

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Diversifiers

Pair CRF with funds that move differently

Cornerstone Total Return Fund, Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRF.

Explore CRF Diversifiers

Cornerstone Total Return Fund, Inc. (CRF) Alternatives