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 410 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 | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | CRF vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | CRF vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | CRF vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | CRF vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | CRF vs VRGWX |
Best Risk-Adjusted Alternatives to CRF
CRF has a PortfoliosLab risk / return rank of 11. There are 302 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | CRF vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | CRF vs ONERX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | CRF vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | CRF vs CHASX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 86 | 31.20B | Nov 2001 | CRF vs VHCAX |
Top Performing CRF Alternatives (YTD)
CRF is at -0.60% YTD. There are 381 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | CRF vs ONERX | |
| ICON Equity Fund | 27.06% | — | Oct 2002 | CRF vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 25.28% | — | Feb 2017 | CRF vs FUMIX | |
| Chase Growth Fund | 25.25% | — | Dec 1997 | CRF vs CHASX | |
| Chase Growth Fund Institutional Class | 25.21% | — | Jan 2007 | CRF vs CHAIX |
Lowest Volatility Alternatives to CRF
CRF has 15.26% 1-year volatility. There are 105 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.84% | — | Sep 2019 | CRF vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.75% | — | Jan 2005 | CRF vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.05% | — | Dec 2015 | CRF vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | CRF vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | CRF vs GQEPX |
Lowest Drawdown Alternatives to CRF
CRF has a 1-year max drawdown of -14.88%. There are 209 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 | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | CRF vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | CRF vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | CRF vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | CRF vs MRFOX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Cornerstone Strategic Value Fund | Diversified Portfolio | 11 | -0.42% | — | 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.
Compare CRF with Any Fund or Stock
Compare CRF with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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