Calamos Growth and Income Fund Class R6 (CGIOX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CGIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CGIOX
CGIOX charges 0.73% annually. There are 319 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CGIOX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CGIOX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CGIOX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | CGIOX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | CGIOX vs BWBIX |
Best Risk-Adjusted Alternatives to CGIOX
CGIOX has a PortfoliosLab risk / return rank of 65. There are 213 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CGIOX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | CGIOX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CGIOX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CGIOX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | CGIOX vs AOBLX |
Top Performing CGIOX Alternatives (YTD)
CGIOX is at 11.68% YTD. There are 45 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | CGIOX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | CGIOX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | CGIOX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | CGIOX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | CGIOX vs TIBIX |
Lowest Volatility Alternatives to CGIOX
CGIOX has 12.65% 1-year volatility. There are 491 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CGIOX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | CGIOX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | CGIOX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CGIOX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | CGIOX vs CSTAX |
Lowest Drawdown Alternatives to CGIOX
CGIOX has a 1-year max drawdown of -9.08%. There are 493 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CGIOX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CGIOX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CGIOX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CGIOX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CGIOX vs CSTAX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 3.41% | — | May 2000 | CGIOX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 33 | 10.52% | — | Mar 2004 | CGIOX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 75 | 30.81% | — | Mar 2011 | CGIOX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 86 | 31.70% | — | Jun 1997 | CGIOX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 3 | 1.90% | — | Apr 2016 | CGIOX vs CPLIX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 6.41% | — | Dec 2014 | CGIOX vs CIHEX | |
| Calamos Global Equity Fund | Global Equities | 33 | 17.02% | — | Feb 2007 | CGIOX vs CIGEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 86 | 26.02% | — | May 2003 | CGIOX vs CHY | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.41% | — | Aug 1999 | CGIOX vs CHYDX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 37 | 25.57% | — | Mar 2005 | CGIOX vs CIGIX |
Often Compared With CGIOX
Investors most often compare CGIOX with CNWIX, FSRRX, SMIFX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CGIOX with Any Fund or Stock
Compare CGIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CGIOX with funds that move differently
Calamos Growth and Income Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CGIOX.
Explore CGIOX Diversifiers