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CLM Cornerstone Strategic Value Fund Inc

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Fund CLM Cornerstone Strategic Value Fund Inc SPYG SPDR Portfolio S&P 500 Growth ETF SCHG Schwab US Large-Cap Growth ETF  
100% 86% 85%
Annual Fees
(1.25% Exp. Ratio)
(0.04% Exp. Ratio)
(0.04% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,365.72 $52,404.25 $52,404.25
Est. savings over 30 yrs +$16,038.53 +$16,038.53
As of 2/28/18
1 YR RETURN 21.65%
3 YR 10.14%
5 YR 12.47%
10 YR 8.88%
1 YR RETURN 24.70%
3 YR 12.99%
5 YR 16.72%
10 YR 11.59%
1 YR RETURN 23.62%
3 YR 11.84%
5 YR 16.68%
10 YR --
The Fund seeks to provide long-term capital appreciation through investment in equity securities of small and medium sized companies located throughout the world.
The Fund seeks to approximate, before expenses, the investment results of the Dow Jones Large Cap Growth Index. When possible, the Fund generally will invest in all of the stocks comprising the Index in proportion to their weightings in the Index.
The Fund seeks to track as closely as possible the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. Under normal circumstances, the Fund will invest at least 90% of its net assets in stocks that are included in the underlying index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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