Cornerstone Total Return Fund, Inc. (CRF) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to CRF

CRF charges 1.84% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among CRF alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	CRF vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 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%	May 14, 1998	CRF vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	CRF vs TILIX

Best Risk-Adjusted Alternatives to CRF

Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
ONERX	One Rock Fund	87	Mar 6, 2020	CRF vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	CRF vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	CRF vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	CRF vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	CRF vs VTMGX

Top Performing CRF Alternatives (YTD)

CRF alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	CRF vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	CRF vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	CRF vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	CRF vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	CRF vs AMRGX

Lowest Volatility Alternatives to CRF

CRF alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	CRF vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	CRF vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	CRF vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	CRF vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	CRF vs PROVX

Lowest Drawdown Alternatives to CRF

CRF alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	CRF vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	CRF vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	CRF vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	CRF vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	CRF vs BBLIX

Other Mutual Funds from Cornerstone

Most popular Cornerstone mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CLM	Cornerstone Strategic Value Fund	Diversified Portfolio	57	-8.82%	Jun 30, 1987	CRF vs CLM

Often Compared With CRF

What investors most often compare with CRF, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	CRF vs SCHD
UTL	Unitil Corporation		29	8.86%	—	CRF vs UTL
BOE.AX	Boss Energy Limited		28	4.10%	—	CRF vs BOE.AX
AGNC	AGNC Investment Corp.		69	-3.30%	—	CRF vs AGNC
AMDY	YieldMax AMD Option Income Strategy ETF	Options Trading, Dividend	73	-6.22%	Sep 18, 2023	CRF vs AMDY
BLW	BlackRock Limited Duration Income Trust		33	-6.05%	—	CRF vs BLW
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	23	-4.34%	Apr 28, 2022	CRF vs CRFIX
ACP.AX	Audalia Resources Limited		63	0.00%	—	CRF vs ACP.AX
CSWC	Capital Southwest Corporation		55	2.75%	—	CRF vs CSWC
GABEX	Gabelli Equity Income Fund	Large Cap Blend Equities	6	-1.84%	Jan 2, 1992	CRF vs GABEX
BIT	BlackRock Multi-Sector Income Trust		35	-1.37%	—	CRF vs BIT
ECC	Eagle Point Credit Company Inc		6	-28.89%	—	CRF vs ECC
GABSX	Gabelli Small Cap Growth Fund	Small Cap Blend Equities	32	-0.38%	Oct 22, 1991	CRF vs GABSX
HTDIX	Tactical Dividend and Momentum Fund	Tactical Allocation	43	-3.34%	Sep 8, 2015	CRF vs HTDIX
GABAX	Gabelli Asset Fund	Large Cap Blend Equities	46	-1.23%	Mar 3, 1986	CRF vs GABAX
GGME	Invesco Next Gen Media and Gaming ETF	Technology Equities	14	-14.34%	Jun 23, 2005	CRF vs GGME
CLMT	Calumet Specialty Products Partners, L.P.		96	80.67%	—	CRF vs CLMT
MYIIX	MainStay WMC International Research Equity Fund	Foreign Large Cap Equities	87	-0.87%	Sep 28, 2007	CRF vs MYIIX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	14	-4.85%	Mar 26, 2003	CRF vs JPC
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	CRF vs SPY

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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Cornerstone Total Return Fund, Inc.

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