Virtus Convertible Fund (ANNPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ANNPX
ANNPX charges 0.71% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among ANNPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | ANNPX vs CNSDX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | ANNPX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | ANNPX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | ANNPX vs FISCX | |
| Lord Abbett Convertible Fund | 0.86% | Jun 29, 2003 | ANNPX vs LCFYX |
Best Risk-Adjusted Alternatives to ANNPX
Among mutual funds in the Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | ANNPX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | ANNPX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | ANNPX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | ANNPX vs PACIX | |
| Calamos Global Convertible Fund | 75 | Dec 30, 2014 | ANNPX vs CXGCX |
Top Performing ANNPX Alternatives (YTD)
ANNPX alternatives from the Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 4.22% | Jun 25, 1997 | ANNPX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | ANNPX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | ANNPX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | ANNPX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | ANNPX vs PACIX |
Lowest Volatility Alternatives to ANNPX
ANNPX alternatives from the Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.46% | Dec 26, 2007 | ANNPX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | ANNPX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | ANNPX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | ANNPX vs FISCX | |
| Harbor Convertible Securities Fund | 14.15% | May 1, 2011 | ANNPX vs HICSX |
Lowest Drawdown Alternatives to ANNPX
ANNPX alternatives from the Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | Dec 26, 2007 | ANNPX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | ANNPX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | ANNPX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | ANNPX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | ANNPX vs LOCFX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 40 | -14.68% | Dec 26, 1995 | ANNPX vs DRGTX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 57 | -3.69% | Feb 27, 2007 | ANNPX vs AZNIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 13 | -2.47% | May 8, 2000 | ANNPX vs ANVIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 33 | -8.21% | Nov 6, 1979 | ANNPX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 24 | -14.13% | Feb 24, 1984 | ANNPX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 94 | 3.88% | Dec 30, 1997 | ANNPX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | -0.96% | Oct 3, 2011 | ANNPX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 48 | -0.89% | Jul 1, 2013 | ANNPX vs AZBIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 26 | 1.08% | May 8, 2000 | ANNPX vs NFJEX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 72 | 0.40% | Dec 17, 2012 | ANNPX vs AZMIX |
Often Compared With ANNPX
What investors most often compare with ANNPX, 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.