HTDIX vs. CRF
Compare and contrast key facts about Tactical Dividend and Momentum Fund (HTDIX) and Cornerstone Total Return Fund, Inc. (CRF).
HTDIX is managed by Hanlon. It was launched on Sep 8, 2015. 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: HTDIX or CRF.
Correlation
The correlation between HTDIX and CRF is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HTDIX vs. CRF - Performance Comparison
Key characteristics
HTDIX:
1.82
CRF:
2.36
HTDIX:
2.44
CRF:
2.53
HTDIX:
1.33
CRF:
1.54
HTDIX:
1.34
CRF:
1.96
HTDIX:
10.40
CRF:
13.43
HTDIX:
2.19%
CRF:
3.42%
HTDIX:
12.49%
CRF:
19.53%
HTDIX:
-27.10%
CRF:
-78.18%
HTDIX:
-1.23%
CRF:
-6.26%
Returns By Period
The year-to-date returns for both stocks are quite close, with HTDIX having a 3.02% return and CRF slightly lower at 2.98%.
HTDIX
3.02%
2.10%
8.77%
20.92%
3.74%
N/A
CRF
2.98%
4.79%
21.82%
45.37%
16.25%
13.28%
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HTDIX vs. CRF - Expense Ratio Comparison
HTDIX has a 1.40% expense ratio, which is lower than CRF's 1.84% expense ratio.
Risk-Adjusted Performance
HTDIX vs. CRF — Risk-Adjusted Performance Rank
HTDIX
CRF
HTDIX vs. CRF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tactical Dividend and Momentum Fund (HTDIX) 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
HTDIX vs. CRF - Dividend Comparison
HTDIX has not paid dividends to shareholders, while CRF's dividend yield for the trailing twelve months is around 14.28%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTDIX Tactical Dividend and Momentum Fund | 0.00% | 0.00% | 1.92% | 0.00% | 0.00% | 0.00% | 0.69% | 0.36% | 0.65% | 1.29% | 0.34% | 0.00% |
CRF Cornerstone Total Return Fund, Inc. | 14.28% | 14.36% | 19.89% | 29.32% | 14.43% | 20.08% | 23.03% | 26.33% | 19.05% | 23.54% | 26.82% | 22.80% |
Drawdowns
HTDIX vs. CRF - Drawdown Comparison
The maximum HTDIX drawdown since its inception was -27.10%, smaller than the maximum CRF drawdown of -78.18%. Use the drawdown chart below to compare losses from any high point for HTDIX and CRF. For additional features, visit the drawdowns tool.
Volatility
HTDIX vs. CRF - Volatility Comparison
Tactical Dividend and Momentum Fund (HTDIX) and Cornerstone Total Return Fund, Inc. (CRF) have volatilities of 5.03% and 4.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.