Advent Convertible and Income Fund (AVK) Alternatives
Advent Convertible and Income Fund (AVK) 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 AVK. 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 AVK
AVK charges 0.75% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among AVK alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | AVK vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | AVK vs ANNPX | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | AVK vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | AVK vs FISCX | |
| Lord Abbett Convertible Fund | 0.86% | Jun 29, 2003 | AVK vs LCFYX |
Best Risk-Adjusted Alternatives to AVK
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 | |
|---|---|---|---|---|
| Virtus Convertible Fund | 91 | Apr 18, 1993 | AVK vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | AVK vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | AVK vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | AVK vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | AVK vs PACIX |
Top Performing AVK Alternatives (YTD)
AVK 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 | AVK vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | AVK vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | AVK vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | AVK vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | AVK vs PACIX |
Lowest Volatility Alternatives to AVK
AVK 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 | AVK vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | AVK vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | AVK vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | AVK vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | AVK vs ANNPX |
Lowest Drawdown Alternatives to AVK
AVK 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 | AVK vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | AVK vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | AVK vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | AVK vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | AVK vs LOCFX |
Other Mutual Funds from Guggenheim
Most popular Guggenheim mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Derivative Income | 1 | -10.50% | Jul 26, 2007 | AVK vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 45 | -9.21% | Feb 14, 1994 | AVK vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 65 | -0.73% | Nov 30, 2011 | AVK vs GIBIX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 93 | -1.19% | Nov 29, 2011 | AVK vs GIOIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 97 | -0.13% | Dec 16, 2013 | AVK vs GILHX | |
| Guggenheim High Yield Fund | High Yield Bonds | 68 | -2.36% | Aug 5, 1996 | AVK vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 83 | 6.71% | Mar 1, 2007 | AVK vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 31 | -8.68% | Sep 10, 1962 | AVK vs SECEX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 57 | -0.71% | — | AVK vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 16 | -1.69% | Sep 17, 1969 | AVK vs SECUX |
Often Compared With AVK
What investors most often compare with AVK, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Bond Income Plus Limited | 74 | -0.26% | — | AVK vs BIPS.L | ||
| Virtus Diversified Income & Convertible Fund | Diversified Portfolio | 88 | -5.69% | May 26, 2015 | AVK vs ACV | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | AVK vs WESRX | |
| Putnam Convertible Securities Fund | Convertible Bonds | 62 | -0.37% | Jun 28, 1972 | AVK vs PCONX | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 84 | -0.21% | Jul 31, 2003 | AVK vs NCZ | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | AVK vs CHY | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | AVK vs GCV |
Compare AVK with Any Fund or Stock
Compare AVK with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.