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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CGIOX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CGIOX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CGIOX vs FYMIX |
Best Risk-Adjusted Alternatives to CGIOX
CGIOX has a PortfoliosLab risk / return rank of 50. There are 362 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 | 98 | — | Dec 2002 | CGIOX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | CGIOX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CGIOX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CGIOX vs FSRRX |
Top Performing CGIOX Alternatives (YTD)
CGIOX is at 10.03% YTD. There are 85 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | CGIOX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | CGIOX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | CGIOX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | CGIOX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | CGIOX vs MHELX |
Lowest Volatility Alternatives to CGIOX
CGIOX has 13.07% 1-year volatility. There are 500 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... | 2.80% | — | Nov 2003 | CGIOX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CGIOX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | CGIOX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | 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 | 3.73% | — | May 2000 | CGIOX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 41 | 11.20% | — | Mar 2004 | CGIOX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 44 | 18.97% | — | Mar 2011 | CGIOX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 83 | 27.35% | — | Jun 1997 | CGIOX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 9 | 4.92% | — | Apr 2016 | CGIOX vs CPLIX | |
| Calamos Hedged Equity Fund | Options Trading | 71 | 6.04% | — | Dec 2014 | CGIOX vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 26 | 17.07% | — | Mar 2005 | CGIOX vs CIGIX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 83 | 1.62% | — | Aug 1999 | CGIOX vs CHYDX | |
| Calamos Global Equity Fund | Global Equities | 24 | 12.90% | — | Feb 2007 | CGIOX vs CIGEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 73 | 18.32% | — | May 2003 | CGIOX vs CHY |
Often Compared With CGIOX
Investors most often compare CGIOX with AYBLX, AOBLX, CNWIX. These 18 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