Calamos Aksia Alternative Credit and Income Fund Class I (CAPIX) Alternatives
Calamos Aksia Alternative Credit and Income Fund Class I (CAPIX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAPIX. 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 CAPIX
CAPIX charges 1.25% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among CAPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | CAPIX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | CAPIX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | CAPIX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | CAPIX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | CAPIX vs LFRIX |
Best Risk-Adjusted Alternatives to CAPIX
Among mutual funds in the Bank Loan 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 | |
|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | CAPIX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | CAPIX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | CAPIX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | CAPIX vs PYFRX | |
| T. Rowe Price Institutional Floating Rate Fund | 94 | Jan 30, 2008 | CAPIX vs RPIFX |
Top Performing CAPIX Alternatives (YTD)
CAPIX alternatives from the Bank Loan category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | CAPIX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | CAPIX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | CAPIX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | CAPIX vs DFRTX | |
| DWS Floating Rate Fund Class S | 0.38% | Jun 28, 2007 | CAPIX vs DFRPX |
Lowest Volatility Alternatives to CAPIX
CAPIX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | CAPIX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | CAPIX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | CAPIX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | CAPIX vs SFHIX | |
| Donoghue Forlines Risk Managed Income Fund | 2.25% | Dec 26, 2017 | CAPIX vs FLOTX |
Lowest Drawdown Alternatives to CAPIX
CAPIX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | CAPIX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | CAPIX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | CAPIX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | CAPIX vs DFLYX | |
| Pacific Funds Floating Rate Income | -1.82% | Jun 29, 2011 | CAPIX vs PLFRX |
Other Mutual Funds from Calamos
Most popular Calamos mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 90 | -0.07% | May 10, 2000 | CAPIX vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CAPIX vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CAPIX vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CAPIX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CAPIX vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CAPIX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CAPIX vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CAPIX vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CAPIX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CAPIX vs CHY |
Often Compared With CAPIX
What investors most often compare with CAPIX, based on PortfoliosLab usage data.
Compare CAPIX with Any Fund or Stock
Compare CAPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.