Calamos Convertible and High Income Closed Fund (CHY) Alternatives
Calamos Convertible and High Income Closed Fund (CHY) 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 CHY. 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 CHY
CHY charges 2.64% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among CHY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | CHY vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | CHY vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | CHY vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | CHY vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | CHY vs FISCX |
Best Risk-Adjusted Alternatives to CHY
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 | CHY vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | CHY vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | CHY vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | CHY vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | CHY vs PACIX |
Top Performing CHY Alternatives (YTD)
CHY alternatives from the Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 4.22% | Jun 25, 1997 | CHY vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | CHY vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | CHY vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | CHY vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | CHY vs PACIX |
Lowest Volatility Alternatives to CHY
CHY 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 | CHY vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | CHY vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | CHY vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | CHY vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | CHY vs ANNPX |
Lowest Drawdown Alternatives to CHY
CHY 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 | CHY vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | CHY vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | CHY vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | CHY vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | CHY 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 | CHY vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CHY vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CHY vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CHY vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CHY vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CHY vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CHY vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CHY vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CHY vs CIHEX | |
| Calamos Convertible Fund | Preferred Stock/Convertible Bonds | 84 | 0.22% | Jun 21, 1985 | CHY vs CCVIX |
Often Compared With CHY
What investors most often compare with CHY, based on PortfoliosLab usage data.
Compare CHY with Any Fund or Stock
Compare CHY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.