CRF Alternatives & Similar Mutual Funds

Cornerstone Total Return Fund, Inc. (CRF) belongs to the Large Cap Growth 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 1.84% annually. There are 411 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	CRF vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.90B	Dec 2017	CRF vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	CRF vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	393.80B	May 1998	CRF vs VIGIX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	393.80B	Nov 2000	CRF vs VIGAX

Best Risk-Adjusted Alternatives to CRF

CRF has a PortfoliosLab risk / return rank of 10. There are 345 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	95	92.00B	Nov 1984	CRF vs VPMCX
POGRX	PrimeCap Odyssey Growth Fund	94	—	Nov 2004	CRF vs POGRX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	92	31.20B	Nov 2001	CRF vs VHCAX
FOCKX	Fidelity OTC Portfolio Class K	90	—	May 2008	CRF vs FOCKX
FOCPX	Fidelity OTC Portfolio	90	—	Dec 1984	CRF vs FOCPX

Top Performing CRF Alternatives (YTD)

CRF is at -3.76% YTD. There are 389 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	69.44%	—	Mar 2020	CRF vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	35.24%	—	Feb 2004	CRF vs RYGRX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	32.63%	—	Feb 2017	CRF vs FUMIX
FTQGX	Fidelity Focused Stock Fund	32.36%	—	Nov 1996	CRF vs FTQGX
POGRX	PrimeCap Odyssey Growth Fund	31.65%	—	Nov 2004	CRF vs POGRX

Lowest Volatility Alternatives to CRF

CRF has 15.48% 1-year volatility. There are 130 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.42%	—	Sep 2019	CRF vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.66%	—	Jan 2005	CRF vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	9.84%	—	Dec 2015	CRF vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	CRF vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.42%	—	Sep 2018	CRF vs GQEPX

Lowest Drawdown Alternatives to CRF

CRF has a 1-year max drawdown of -14.88%. There are 210 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	CRF vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	CRF vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	CRF vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	CRF vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	CRF vs DNVYX

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 Value Fund	Diversified Portfolio	10	-3.44%	—	Jun 1987	CRF vs CLM

Often Compared With CRF

Investors most often compare CRF with SCHD, AMDY, UTL. 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	77	17.72%	99.95B	Oct 2011	CRF vs SCHD
AMDY	YieldMax AMD Option Income Strategy ETF	Derivative Income, Options Trading	90	101.34%	409.32M	Sep 2023	CRF vs AMDY
UTL	Unitil Corporation		40	8.83%	—	—	CRF vs UTL
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	—	—	—	Apr 2022	CRF vs CRFIX
BOE.AX	Boss Energy Limited		8	-24.49%	—	—	CRF vs BOE.AX
BLW	BlackRock Limited Duration Income Trust		25	-5.92%	—	—	CRF vs BLW
AGNC	AGNC Investment Corp.		77	2.94%	—	—	CRF vs AGNC
ACP.AX	Audalia Resources Limited		51	0.00%	—	—	CRF vs ACP.AX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	CRF vs SPY
GABEX	Gabelli Equity Income Fund	Large Cap Blend Equities	7	8.58%	—	Jan 1992	CRF vs GABEX
BIT	BlackRock Multi-Sector Income Trust		34	0.36%	—	—	CRF vs BIT
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	55	7.36%	—	Sep 2015	CRF vs HTDIX
ECC	Eagle Point Credit Company Inc		26	-6.18%	—	—	CRF vs ECC
GABSX	Gabelli Small Cap Growth Fund	Small Cap Blend Equities	42	14.76%	—	Oct 1991	CRF vs GABSX
CSWC	Capital Southwest Corporation		73	11.10%	—	—	CRF vs CSWC
GABAX	Gabelli Asset Fund	Large Cap Blend Equities	41	9.38%	—	Mar 1986	CRF vs GABAX
GGME	Invesco Next Gen Media and Gaming ETF	Technology Equities	10	-0.82%	44.47M	Jun 2005	CRF vs GGME
CLMT	Calumet Specialty Products Partners, L.P.		92	65.22%	—	—	CRF vs CLMT
MYIIX	MainStay WMC International Research Equity Fund	Foreign Large Cap Equities	82	15.35%	—	Sep 2007	CRF vs MYIIX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	9	0.03%	—	Mar 2003	CRF vs JPC

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