GABEX vs. CRF
Compare and contrast key facts about Gabelli Equity Income Fund (GABEX) and Cornerstone Total Return Fund, Inc. (CRF).
GABEX is managed by Gabelli. It was launched on Jan 2, 1992. CRF is managed by Cornerstone. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GABEX or CRF.
Correlation
The correlation between GABEX and CRF is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GABEX vs. CRF - Performance Comparison
Key characteristics
GABEX:
1.04
CRF:
2.40
GABEX:
1.51
CRF:
2.58
GABEX:
1.19
CRF:
1.54
GABEX:
1.56
CRF:
2.11
GABEX:
4.35
CRF:
12.38
GABEX:
2.83%
CRF:
3.79%
GABEX:
11.83%
CRF:
19.60%
GABEX:
-52.25%
CRF:
-78.18%
GABEX:
-0.97%
CRF:
-3.86%
Returns By Period
The year-to-date returns for both stocks are quite close, with GABEX having a 5.75% return and CRF slightly lower at 5.62%. Over the past 10 years, GABEX has underperformed CRF with an annualized return of 7.16%, while CRF has yielded a comparatively higher 12.09% annualized return.
GABEX
5.75%
1.75%
6.85%
12.16%
8.90%
7.16%
CRF
5.62%
2.56%
24.87%
46.94%
16.48%
12.09%
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GABEX vs. CRF - Expense Ratio Comparison
GABEX has a 1.42% expense ratio, which is lower than CRF's 1.84% expense ratio.
Risk-Adjusted Performance
GABEX vs. CRF — Risk-Adjusted Performance Rank
GABEX
CRF
GABEX vs. CRF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Equity Income Fund (GABEX) and Cornerstone Total Return Fund, Inc. (CRF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
GABEX vs. CRF - Dividend Comparison
GABEX's dividend yield for the trailing twelve months is around 31.76%, more than CRF's 14.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GABEX Gabelli Equity Income Fund | 31.76% | 33.06% | 23.48% | 20.49% | 19.96% | 32.82% | 36.56% | 32.39% | 17.83% | 17.61% | 7.78% | 5.07% |
CRF Cornerstone Total Return Fund, Inc. | 14.25% | 14.36% | 19.89% | 29.32% | 14.43% | 20.08% | 23.03% | 26.33% | 19.05% | 23.54% | 26.82% | 22.80% |
Drawdowns
GABEX vs. CRF - Drawdown Comparison
The maximum GABEX drawdown since its inception was -52.25%, smaller than the maximum CRF drawdown of -78.18%. Use the drawdown chart below to compare losses from any high point for GABEX and CRF. For additional features, visit the drawdowns tool.
Volatility
GABEX vs. CRF - Volatility Comparison
The current volatility for Gabelli Equity Income Fund (GABEX) is 2.49%, while Cornerstone Total Return Fund, Inc. (CRF) has a volatility of 3.21%. This indicates that GABEX experiences smaller price fluctuations and is considered to be less risky than CRF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.