Compare · CLM vs FGB
CLM vs FGB
Side-by-side comparison of Cornerstone Strategic Investment Fund Inc. (CLM) and First Trust Specialty Finance and Financial Opportunities Fund (FGB): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both CLM and FGB operate in Finance/Investors Services (Finance), so they compete in similar markets.
- CLM is the larger of the two at $1.64B, about 28.7x FGB ($57.2M).
- Company
- Cornerstone Strategic Investment Fund Inc.
- First Trust Specialty Finance and Financial Opportunities Fund
- Price
- -
- -
- Market cap
- $1.64B
- $57.2M
- 1M return
- -
- -
- 1Y return
- -
- -
- Industry
- Finance/Investors Services
- Finance/Investors Services
- Exchange
- AMEX
- NYSE
- IPO
- 2003
- 2007
- News (4w)
- 0
- 0
- Recent ratings
- 0
- 0
Cornerstone Strategic Investment Fund Inc.
Cornerstone Strategic Value Fund, Inc. is a closed-ended equity mutual fund launched and managed by Cornerstone Advisors, Inc. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value and growth stocks of companies. It also invests through other closed-end investment companies and ETF's. Cornerstone Strategic Value Fund, Inc. was formed on May 1, 1987 and is domiciled in the United States.
First Trust Specialty Finance and Financial Opportunities Fund
First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Confluence Investment Management LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the specialty finance and other financial sectors. The fund primarily invests in value stocks of companies, as well as in Business Development Companies, REITs, and other mortgage related securities. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark comprised of 70% Wells Fargo BDC Index, 20% FTSE NAREIT Mortgage REIT Index, and 10% S&P SmallCap Financials Index. It was formerly known as First Trust/Gallatin Specialty Finance and Financial Opportunities Fund. First Trust Specialty Finance and Financial Opportunities Fund was formed on March 20, 2007 and domiciled in the United States.
Latest CLM
- Cornerstone Funds Announce Continuing Monthly Distributions
- SEC Form N-CEN filed by Cornerstone Strategic Investment Fund Inc.
- Cornerstone Funds File Their Annual Reports
- SEC Form N-CSR filed by Cornerstone Strategic Investment Fund Inc.
- SEC Form 40-17G filed by Cornerstone Strategic Investment Fund Inc.
- SEC Form DEF 14A filed by Cornerstone Strategic Investment Fund Inc.
- Cornerstone Funds Announce Continuing Monthly Distributions
- Cornerstone Funds Announce Continuing Monthly Distributions and Reset Distribution Amounts for 2026
- Director Morris Matthew sold $6 worth of shares (1 units at $8.18), decreasing direct ownership by 0.00% to 26,193 units (SEC Form 4)
- Director Morris Matthew sold $284,900 worth of shares (35,000 units at $8.14), decreasing direct ownership by 57% to 26,194 units (SEC Form 4)
Latest FGB
- SEC Form 25-NSE filed by First Trust Specialty Finance and Financial Opportunities Fund
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Completion of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Expected Effective Date of First Trust Specialty Finance and Financial Opportunities Fund Reorganization into FT Confluence BDC & Specialty Finance Income ETF
- First Trust Specialty Finance and Financial Opportunities Fund Declares its Quarterly Distribution of $0.10 Per Share
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Results of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF
- First Trust Specialty Finance and Financial Opportunities Fund filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- First Trust Announces Adjournment of Special Meeting of Shareholders Relating to the Reorganization of First Trust Specialty Finance and Financial Opportunities Fund with and into FT Confluence BDC & Specialty Finance Income ETF