Calamos Convertible Opportunities and Income Fund (CHI) Alternatives
Calamos Convertible Opportunities and Income Fund (CHI) 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 CHI. 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 CHI
CHI charges 0.88% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among CHI alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | CHI vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | CHI vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | CHI vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | CHI vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | CHI vs FISCX |
Best Risk-Adjusted Alternatives to CHI
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 | CHI vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | CHI vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | CHI vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | CHI vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | CHI vs PACIX |
Top Performing CHI Alternatives (YTD)
CHI alternatives from the Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | CHI vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | CHI vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | CHI vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | CHI vs PACIX | |
| Virtus Convertible Fund | -0.19% | Apr 18, 1993 | CHI vs ANNPX |
Lowest Volatility Alternatives to CHI
CHI 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 | CHI vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | CHI vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | CHI vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | CHI vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | CHI vs ANNPX |
Lowest Drawdown Alternatives to CHI
CHI 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 | CHI vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | CHI vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | CHI vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | CHI vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | CHI vs LOCFX |
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 | CHI vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CHI vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CHI vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CHI vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CHI vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CHI vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CHI vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CHI vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CHI vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CHI vs CHY |
Often Compared With CHI
What investors most often compare with CHI, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 39 | 0.20% | May 20, 2020 | CHI vs JEPI | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | CHI vs WESRX | |
| Putnam Convertible Securities Fund | Convertible Bonds | 62 | -0.37% | Jun 28, 1972 | CHI vs PCONX | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 84 | -0.21% | Jul 31, 2003 | CHI vs NCZ |
Compare CHI with Any Fund or Stock
Compare CHI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.