Flaherty & Crumrine Total Return Fund Inc (FLC) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FLC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FLC
FLC charges 1.64% annually. There are 23 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.50B | Feb 2004 | FLC vs VFAIX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FLC vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FLC vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FLC vs FIDSX | |
| Fidelity Select Brokerage & Invmt Mgmt Portfolio | 0.75% | — | Jul 1985 | FLC vs FSLBX |
Best Risk-Adjusted Alternatives to FLC
FLC has a PortfoliosLab risk / return rank of 12. There are 14 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 73.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 73 | — | Oct 2018 | FLC vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 71 | — | Oct 2018 | FLC vs GAFSX | |
| RMB Mendon Financial Services Fund | 59 | — | Jun 1999 | FLC vs RMBKX | |
| Hennessy Small Cap Financial Fund | 38 | — | Jan 1997 | FLC vs HSFNX | |
| Rydex Banking Fund | 36 | — | Apr 1998 | FLC vs RYKIX |
Top Performing FLC Alternatives (YTD)
FLC is at -1.14% YTD. There are 23 mutual funds in the Financials Equities category with higher YTD returns, going as high as 13.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 13.40% | — | Jun 1999 | FLC vs RMBKX | |
| John Hancock Regional Bank Fund | 12.63% | — | Jan 1992 | FLC vs FRBAX | |
| John Hancock Financial Opportunities Fund | 12.49% | — | Aug 1994 | FLC vs BTO | |
| Hennessy Small Cap Financial Fund | 11.31% | — | Jan 1997 | FLC vs HSFNX | |
| Fidelity Select Banking Portfolio | 10.54% | — | Jun 1986 | FLC vs FSRBX |
Lowest Volatility Alternatives to FLC
FLC has 7.22% 1-year volatility. No mutual funds in the Financials Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 9.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | 9.55% | — | Aug 2000 | FLC vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.78% | — | Oct 2018 | FLC vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.82% | — | Oct 2018 | FLC vs GAFSX | |
| ICON Consumer Select Fund | 14.09% | — | Jul 1997 | FLC vs ICFSX | |
| Rydex Financial Services Fund | 14.23% | — | Apr 1998 | FLC vs RYFIX |
Lowest Drawdown Alternatives to FLC
FLC has a 1-year max drawdown of -8.34%. There is 1 mutual fund in the Financials Equities category with a shallower 1-year drawdown, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | FLC vs SFPAX | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FLC vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FLC vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FLC vs RMBKX | |
| Fidelity Select Insurance Portfolio | -9.98% | — | Dec 1985 | FLC vs FSPCX |
Often Compared With FLC
Investors most often compare FLC with SBFAX, PFD, FFSIX. These 14 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FLC with Any Fund or Stock
Compare FLC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FLC with funds that move differently
Flaherty & Crumrine Total Return Fund Inc alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLC.
Explore FLC Diversifiers