Calamos Global Dynamic Income Fund (CHW) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CHW. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CHW
CHW charges 2.63% annually. There are 74 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | CHW vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | CHW vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | CHW vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | CHW vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | CHW vs JNSMX |
Best Risk-Adjusted Alternatives to CHW
CHW has a PortfoliosLab risk / return rank of 46. There are 68 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | CHW vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | CHW vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | CHW vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | CHW vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | CHW vs PDSYX |
Top Performing CHW Alternatives (YTD)
CHW is at 16.29% YTD. There are 2 mutual funds in the Global Allocation category with higher YTD returns, going as high as 17.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 17.63% | — | Dec 2002 | CHW vs TIBAX | |
| Wilmington Real Asset Fund | 17.01% | — | Jun 2003 | CHW vs WMRIX | |
| Calamos Global Total Return Fund | 15.69% | — | Oct 2005 | CHW vs CGO | |
| GMO Implementation Fund | 15.19% | — | Feb 2012 | CHW vs GIMFX | |
| Hartford Real Asset Fund | 14.83% | — | May 2010 | CHW vs HRLYX |
Lowest Volatility Alternatives to CHW
CHW has 17.41% 1-year volatility. There are 76 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.02% | — | Jul 2019 | CHW vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | CHW vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.75% | — | Mar 2011 | CHW vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.82% | — | Sep 2011 | CHW vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | CHW vs PMFYX |
Lowest Drawdown Alternatives to CHW
CHW has a 1-year max drawdown of -15.51%. There are 77 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | CHW vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | CHW vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | CHW vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | CHW vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | CHW vs MSTGX |
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 | 3.54% | — | May 2000 | CHW vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 34 | 9.03% | — | Mar 2004 | CHW vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 55 | 19.41% | — | Mar 2011 | CHW vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 82 | 25.35% | — | Jun 1997 | CHW vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 7 | 3.50% | — | Apr 2016 | CHW vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 55 | 9.24% | — | Sep 1988 | CHW vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.57% | — | Dec 2014 | CHW vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 29 | 16.59% | — | Mar 2005 | CHW vs CIGIX | |
| Calamos Global Equity Fund | Global Equities | 25 | 12.12% | — | Feb 2007 | CHW vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.15% | — | Aug 1999 | CHW vs CHYDX |
Often Compared With CHW
Investors most often compare CHW with GAOSX, PALAX, GBATX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CHW with Any Fund or Stock
Compare CHW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CHW with funds that move differently
Calamos Global Dynamic Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CHW.
Explore CHW Diversifiers