Virtus Convertible Fund (ANNPX) belongs to the Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ANNPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ANNPX
ANNPX charges 0.71% annually. There is 1 mutual fund in the Convertible Bonds category with a lower expense ratio, going as low as 0.68%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | ANNPX vs CNSDX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | ANNPX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | ANNPX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | — | Apr 1987 | ANNPX vs FISCX | |
| Lord Abbett Convertible Fund | 0.86% | — | Jun 2003 | ANNPX vs LCFYX |
Best Risk-Adjusted Alternatives to ANNPX
ANNPX has a PortfoliosLab risk / return rank of 87. No mutual funds in the Convertible Bonds category have higher risk-adjusted ranks; the top alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 86 | — | Jun 1997 | ANNPX vs CHI | |
| Calamos Convertible and High Income Closed Fund | 86 | — | May 2003 | ANNPX vs CHY | |
| Miller Convertible Bond Fund | 86 | — | Dec 2007 | ANNPX vs MCIFX | |
| Calamos Global Convertible Fund | 85 | — | Dec 2014 | ANNPX vs CXGCX | |
| Columbia Convertible Securities Fund | 84 | — | Sep 1987 | ANNPX vs PACIX |
Top Performing ANNPX Alternatives (YTD)
ANNPX is at 17.51% YTD. There are 6 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 31.70%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 31.70% | — | Jun 1997 | ANNPX vs CHI | |
| Calamos Convertible and High Income Closed Fund | 26.02% | — | May 2003 | ANNPX vs CHY | |
| Columbia Convertible Securities Fund | 21.04% | — | Sep 1987 | ANNPX vs PACIX | |
| Invesco Convertible Securities Fund | 19.05% | — | Jul 1997 | ANNPX vs CNSDX | |
| Putnam Convertible Securities Fund | 18.05% | — | Jun 1972 | ANNPX vs PCONX |
Lowest Volatility Alternatives to ANNPX
ANNPX has 15.13% 1-year volatility. There are 5 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 5.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.30% | — | Dec 2007 | ANNPX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 7.18% | — | Dec 2019 | ANNPX vs PBXIX | |
| Calamos Global Convertible Fund | 10.74% | — | Dec 2014 | ANNPX vs CXGCX | |
| Franklin Convertible Securities Fund | 11.23% | — | Apr 1987 | ANNPX vs FISCX | |
| Advent Convertible and Income Fund | 14.67% | — | Apr 2003 | ANNPX vs AVK |
Lowest Drawdown Alternatives to ANNPX
ANNPX has a 1-year max drawdown of -7.15%. There are 7 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -4.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | ANNPX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | ANNPX vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | ANNPX vs CXGCX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | ANNPX vs FISCX | |
| Harbor Convertible Securities Fund | -6.92% | — | May 2011 | ANNPX vs HICSX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, PGWCX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 52 | 26.30% | — | Dec 1995 | ANNPX vs DRGTX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 12 | 2.80% | — | Feb 1984 | ANNPX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 62 | 9.02% | — | Feb 2007 | ANNPX vs AZNIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 84 | 13.88% | — | Dec 1997 | ANNPX vs ALOIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 74 | 20.71% | — | Jul 2013 | ANNPX vs AZBIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 18 | 14.41% | — | Nov 1979 | ANNPX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 50 | 16.82% | — | May 2000 | ANNPX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 84 | 1.97% | — | Oct 2011 | ANNPX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 65 | 20.33% | — | Dec 2012 | ANNPX vs AZMIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 10 | -1.28% | — | Feb 2002 | ANNPX vs RAGHX |
Often Compared With ANNPX
Investors most often compare ANNPX with CVMIX, VWO, VOO. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare ANNPX with Any Fund or Stock
Compare ANNPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ANNPX with funds that move differently
Virtus Convertible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ANNPX.
Explore ANNPX Diversifiers