CICVX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to CICVX

CICVX charges 0.85% annually. There are 8 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	CICVX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	CICVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	CICVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	CICVX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	CICVX vs NPSRX

Best Risk-Adjusted Alternatives to CICVX

CICVX has a PortfoliosLab risk / return rank of 84. There are 3 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	CICVX vs PISHX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	86	—	Apr 2011	CICVX vs DPIIX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	CICVX vs LPXZX
CCVIX	Calamos Convertible Fund	83	—	Jun 1985	CICVX vs CCVIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	79	—	May 2010	CICVX vs CPXIX

Top Performing CICVX Alternatives (YTD)

CICVX is at 22.46% YTD. No mutual funds in the Preferred Stock/Convertible Bonds category have higher YTD returns; the top-performing alternatives shown here go as high as 22.30%.

Symbol	Name	YTD Return	AUM	Inception
CCVIX	Calamos Convertible Fund	22.30%	—	Jun 1985	CICVX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	18.62%	—	Oct 2018	CICVX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	18.58%	—	Jan 1987	CICVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	18.57%	—	Feb 2009	CICVX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	18.44%	—	Feb 2009	CICVX vs FACVX

Lowest Volatility Alternatives to CICVX

CICVX has 16.25% 1-year volatility. There are 18 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	CICVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	CICVX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	CICVX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	CICVX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.41%	—	Apr 2002	CICVX vs PPSIX

Lowest Drawdown Alternatives to CICVX

CICVX has a 1-year max drawdown of -7.70%. There are 17 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	CICVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	CICVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	CICVX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	CICVX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	CICVX vs CPXIX

Other Mutual Funds from Calamos

The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CMNIX	Calamos Market Neutral Income Fund Institutional C...		98	3.41%	—	May 2000	CICVX vs CMNIX
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	33	10.52%	—	Mar 2004	CICVX vs CSQ
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	30.81%	—	Mar 2011	CICVX vs CTSIX
CHI	Calamos Convertible Opportunities and Income Fund	Convertible Bonds	86	31.70%	—	Jun 1997	CICVX vs CHI
CPLIX	Calamos Phineus Long/Short Fund	Long-Short	3	1.90%	—	Apr 2016	CICVX vs CPLIX
CVTRX	Calamos Growth and Income Fund	Diversified Portfolio	62	11.50%	—	Sep 1988	CICVX vs CVTRX
CIHEX	Calamos Hedged Equity Fund	Options Trading	74	6.41%	—	Dec 2014	CICVX vs CIHEX
CIGEX	Calamos Global Equity Fund	Global Equities	33	17.02%	—	Feb 2007	CICVX vs CIGEX
CHY	Calamos Convertible and High Income Closed Fund	Convertible Bonds	86	26.02%	—	May 2003	CICVX vs CHY
CHYDX	Calamos High Income Opportunities Fund	High Yield Bonds	90	2.41%	—	Aug 1999	CICVX vs CHYDX

Often Compared With CICVX

Investors most often compare CICVX with CVRT, PYLD, PFINX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CVRT	Calamos Convertible Equity Alternative ETF	Convertible Bonds	86	28.31%	32.10M	Oct 2023	CICVX vs CVRT
PYLD	PIMCO Multisector Bond Active Exchange-Traded Fund	Multisector Bonds	70	1.13%	14.71B	Jun 2023	CICVX vs PYLD
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	73	2.44%	—	Apr 2015	CICVX vs PFINX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	72	18.25%	—	Feb 2009	CICVX vs FTCVX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	71	16.23%	—	—	CICVX vs LBFFX
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.71%	—	Dec 2021	CICVX vs NPFD
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	1.45%	—	Mar 2003	CICVX vs JPC
CVGRX	Calamos Growth Fund	Large Cap Growth Equities	21	8.63%	—	Sep 1990	CICVX vs CVGRX
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	74	17.61%	—	Mar 2003	CICVX vs NCV
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	64	0.42%	—	Jan 2011	CICVX vs FPEIX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	0.52%	—	Jan 1991	CICVX vs PFD
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	24	5.00%	—	Jun 2003	CICVX vs HPS
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	9	4.39%	—	—	CICVX vs PTA
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	14	2.63%	—	—	CICVX vs PSF
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	71	18.20%	—	Feb 2009	CICVX vs FCCVX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	9	1.06%	—	Apr 2009	CICVX vs FPF
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	17	3.60%	—	Mar 2001	CICVX vs KIFAX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	15	4.07%	—	May 2012	CICVX vs LDP
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	30	4.52%	—	Jan 2005	CICVX vs HPF
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	17	0.87%	—	Feb 1992	CICVX vs PFO

Compare CICVX with Any Fund or Stock

Compare CICVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair CICVX with funds that move differently

Calamos Convertible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CICVX.

Explore CICVX Diversifiers

Calamos Convertible Fund (CICVX) Alternatives