Calamos Global Equity Fund (CIGEX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CIGEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CIGEX
CIGEX charges 1.15% annually. There are 180 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | CIGEX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | CIGEX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | CIGEX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | CIGEX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | CIGEX vs UCEQX |
Best Risk-Adjusted Alternatives to CIGEX
CIGEX has a PortfoliosLab risk / return rank of 30. There are 150 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | CIGEX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | CIGEX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | CIGEX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | CIGEX vs JGYIX | |
| LSV Global Managed Volatility Fund | 92 | — | Jun 2014 | CIGEX vs LVAFX |
Top Performing CIGEX Alternatives (YTD)
CIGEX is at 14.85% YTD. There are 31 mutual funds in the Global Equities category with higher YTD returns, going as high as 29.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 29.92% | — | Nov 2016 | CIGEX vs PGTIX | |
| Oberweis Global Opportunities Fund | 23.47% | — | Jan 1987 | CIGEX vs OBEGX | |
| LSV Global Value Fund | 22.92% | — | Jun 2014 | CIGEX vs LVAGX | |
| Ariel Global Fund | 21.83% | — | Dec 2011 | CIGEX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 20.51% | — | — | CIGEX vs YFSNX |
Lowest Volatility Alternatives to CIGEX
CIGEX has 21.13% 1-year volatility. There are 233 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | CIGEX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | CIGEX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | CIGEX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.53% | — | Sep 1990 | CIGEX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.57% | — | Jan 2016 | CIGEX vs SGMAX |
Lowest Drawdown Alternatives to CIGEX
CIGEX has a 1-year max drawdown of -13.31%. There are 201 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | CIGEX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | CIGEX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | CIGEX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | CIGEX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | CIGEX vs CSUAX |
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 | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 3.41% | — | May 2000 | CIGEX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 34 | 10.76% | — | Mar 2004 | CIGEX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 74 | 27.50% | — | Mar 2011 | CIGEX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 87 | 31.65% | — | Jun 1997 | CIGEX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 3 | 1.96% | — | Apr 2016 | CIGEX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 58 | 10.52% | — | Sep 1988 | CIGEX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 73 | 5.94% | — | Dec 2014 | CIGEX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 87 | 26.20% | — | May 2003 | CIGEX vs CHY | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.28% | — | Aug 1999 | CIGEX vs CHYDX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 32 | 21.65% | — | Mar 2005 | CIGEX vs CIGIX |
Often Compared With CIGEX
Investors most often compare CIGEX with NFJEX, CNWIX, CAPIX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare CIGEX with Any Fund or Stock
Compare CIGEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CIGEX with funds that move differently
Calamos Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CIGEX.
Explore CIGEX Diversifiers