Calamos Convertible Fund (CICVX) Alternatives
Calamos Convertible Fund (CICVX) belongs to the Preferred Stock/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 CICVX. 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 CICVX
CICVX charges 0.85% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among CICVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | Oct 2, 2018 | CICVX vs FIQVX | |
| Cohen & Steers Low Duration Preferred and Income F... | 0.60% | Nov 29, 2015 | CICVX vs LPXZX | |
| Fidelity Convertible Securities Fund | 0.67% | Jan 5, 1987 | CICVX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | Feb 19, 2009 | CICVX vs FICVX | |
| Nuveen Preferred Securities & Income Fund | 0.74% | Dec 18, 2006 | CICVX vs NPSRX |
Best Risk-Adjusted Alternatives to CICVX
Among mutual funds in the Preferred Stock/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 | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 90 | — | CICVX vs LBFFX | |
| Cohen & Steers Low Duration Preferred and Income F... | 90 | Nov 29, 2015 | CICVX vs LPXZX | |
| Nuveen Preferred Securities & Income Fund | 90 | Dec 18, 2006 | CICVX vs NPSRX | |
| Cohen & Steers Preferred Securities and Income SMA... | 89 | Feb 28, 2019 | CICVX vs PISHX | |
| Principal Capital Securities Fund | 88 | Mar 13, 2014 | CICVX vs PCSFX |
Top Performing CICVX Alternatives (YTD)
CICVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 1.71% | — | CICVX vs LBFFX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.40% | Oct 2, 2018 | CICVX vs FIQVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.37% | Feb 19, 2009 | CICVX vs FICVX | |
| Fidelity Convertible Securities Fund | 1.37% | Jan 5, 1987 | CICVX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.33% | Feb 19, 2009 | CICVX vs FACVX |
Lowest Volatility Alternatives to CICVX
CICVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 2.23% | Nov 29, 2015 | CICVX vs LPXZX | |
| Principal Capital Securities Fund | 2.66% | Mar 13, 2014 | CICVX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.80% | Apr 11, 2011 | CICVX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.86% | Apr 30, 2002 | CICVX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | 3.16% | May 2, 2010 | CICVX vs CPXIX |
Lowest Drawdown Alternatives to CICVX
CICVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | Nov 29, 2015 | CICVX vs LPXZX | |
| Principal Capital Securities Fund | -2.97% | Mar 13, 2014 | CICVX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -3.05% | Apr 11, 2011 | CICVX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | -3.18% | Apr 30, 2002 | CICVX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | -3.26% | May 2, 2010 | CICVX vs CPXIX |
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 | CICVX vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CICVX vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CICVX vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CICVX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CICVX vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CICVX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CICVX vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CICVX vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CICVX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CICVX vs CHY |
Often Compared With CICVX
What investors most often compare with CICVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Convertible Equity Alternative ETF | Convertible Bonds | 93 | 9.28% | Oct 4, 2023 | CICVX vs CVRT | |
| PIMCO ETF Trust - PIMCO Multisector Bond Active Ex... | Multisector Bonds | 83 | -0.92% | Jun 21, 2023 | CICVX vs PYLD | |
| PIMCO Preferred and Capital Securities Fund | Preferred Stock/Convertible Bonds | 82 | -0.89% | Apr 12, 2015 | CICVX vs PFINX | |
| Fidelity Advisor Convertible Securities Fund Class... | Preferred Stock/Convertible Bonds | 83 | 1.27% | Feb 19, 2009 | CICVX vs FTCVX |
Compare CICVX with Any Fund or Stock
Compare CICVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.