Calamos Convertible Fund (CCVIX) Alternatives
Calamos Convertible Fund (CCVIX) belongs to the Preferred Stock/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 CCVIX. 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 CCVIX
CCVIX charges 1.10% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among CCVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | Oct 2, 2018 | CCVIX vs FIQVX | |
| Cohen & Steers Low Duration Preferred and Income F... | 0.60% | Nov 29, 2015 | CCVIX vs LPXZX | |
| Fidelity Convertible Securities Fund | 0.67% | Jan 5, 1987 | CCVIX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | Feb 19, 2009 | CCVIX vs FICVX | |
| Nuveen Preferred Securities & Income Fund | 0.74% | Dec 18, 2006 | CCVIX vs NPSRX |
Best Risk-Adjusted Alternatives to CCVIX
Among mutual funds in the Preferred Stock/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 Class F | 90 | — | CCVIX vs LBFFX | |
| Cohen & Steers Low Duration Preferred and Income F... | 90 | Nov 29, 2015 | CCVIX vs LPXZX | |
| Nuveen Preferred Securities & Income Fund | 90 | Dec 18, 2006 | CCVIX vs NPSRX | |
| Cohen & Steers Preferred Securities and Income SMA... | 89 | Feb 28, 2019 | CCVIX vs PISHX | |
| Principal Capital Securities Fund | 88 | Mar 13, 2014 | CCVIX vs PCSFX |
Top Performing CCVIX Alternatives (YTD)
CCVIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 1.71% | — | CCVIX vs LBFFX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.40% | Oct 2, 2018 | CCVIX vs FIQVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.37% | Feb 19, 2009 | CCVIX vs FICVX | |
| Fidelity Convertible Securities Fund | 1.37% | Jan 5, 1987 | CCVIX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.33% | Feb 19, 2009 | CCVIX vs FACVX |
Lowest Volatility Alternatives to CCVIX
CCVIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 2.23% | Nov 29, 2015 | CCVIX vs LPXZX | |
| Principal Capital Securities Fund | 2.66% | Mar 13, 2014 | CCVIX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.80% | Apr 11, 2011 | CCVIX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.86% | Apr 30, 2002 | CCVIX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | 3.16% | May 2, 2010 | CCVIX vs CPXIX |
Lowest Drawdown Alternatives to CCVIX
CCVIX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | Nov 29, 2015 | CCVIX vs LPXZX | |
| Principal Capital Securities Fund | -2.97% | Mar 13, 2014 | CCVIX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -3.05% | Apr 11, 2011 | CCVIX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | -3.18% | Apr 30, 2002 | CCVIX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | -3.26% | May 2, 2010 | CCVIX vs CPXIX |
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 | CCVIX vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CCVIX vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CCVIX vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CCVIX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CCVIX vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CCVIX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CCVIX vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CCVIX vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CCVIX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CCVIX vs CHY |
Often Compared With CCVIX
What investors most often compare with CCVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CCVIX vs SPY | |
| PIMCO Preferred and Capital Securities Fund | Preferred Stock/Convertible Bonds | 82 | -0.89% | Apr 12, 2015 | CCVIX vs PFINX |
Compare CCVIX with Any Fund or Stock
Compare CCVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.