Calamos Global Convertible Fund (CXGCX) 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 CXGCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CXGCX
CXGCX charges 1.03% annually. There are 9 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.68%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | CXGCX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | CXGCX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | CXGCX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | CXGCX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | — | Apr 1987 | CXGCX vs FISCX |
Best Risk-Adjusted Alternatives to CXGCX
CXGCX has a PortfoliosLab risk / return rank of 89. There are 3 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Convertible Fund | 92 | — | Apr 1993 | CXGCX vs ANNPX | |
| Harbor Convertible Securities Fund | 89 | — | May 2011 | CXGCX vs HICSX | |
| Columbia Convertible Securities Fund | 89 | — | Sep 1987 | CXGCX vs PACIX | |
| Lord Abbett Convertible Fund Class F3 | 87 | — | Jun 2003 | CXGCX vs LOCFX | |
| Lord Abbett Convertible Fund | 87 | — | Jun 2003 | CXGCX vs LCFYX |
Top Performing CXGCX Alternatives (YTD)
CXGCX is at 16.48% YTD. There are 10 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 26.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 26.67% | — | Jun 1997 | CXGCX vs CHI | |
| Columbia Convertible Securities Fund | 22.48% | — | Sep 1987 | CXGCX vs PACIX | |
| Putnam Convertible Securities Fund | 22.30% | — | Jun 1972 | CXGCX vs PCONX | |
| Calamos Convertible and High Income Closed Fund | 22.30% | — | May 2003 | CXGCX vs CHY | |
| Harbor Convertible Securities Fund | 22.19% | — | May 2011 | CXGCX vs HICSX |
Lowest Volatility Alternatives to CXGCX
CXGCX has 10.12% 1-year volatility. There are 2 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 5.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.18% | — | Dec 2007 | CXGCX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 6.97% | — | Dec 2019 | CXGCX vs PBXIX | |
| Franklin Convertible Securities Fund | 10.44% | — | Apr 1987 | CXGCX vs FISCX | |
| Advent Convertible and Income Fund | 13.92% | — | Apr 2003 | CXGCX vs AVK | |
| Virtus Convertible Fund | 13.97% | — | Apr 1993 | CXGCX vs ANNPX |
Lowest Drawdown Alternatives to CXGCX
CXGCX has a 1-year max drawdown of -5.75%. There are 2 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -4.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | CXGCX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | CXGCX vs PBXIX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | CXGCX vs FISCX | |
| Harbor Convertible Securities Fund | -6.92% | — | May 2011 | CXGCX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | — | Jun 2003 | CXGCX vs LOCFX |
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 | 2.93% | — | May 2000 | CXGCX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 38 | 10.70% | — | Mar 2004 | CXGCX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 72 | 31.81% | — | Mar 2011 | CXGCX vs CTSIX | |
| Calamos Phineus Long/Short Fund | Long-Short | 5 | 0.47% | — | Apr 2016 | CXGCX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 72 | 11.74% | — | Sep 1988 | CXGCX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 82 | 6.67% | — | Dec 2014 | CXGCX vs CIHEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 89 | 1.77% | — | Aug 1999 | CXGCX vs CHYDX | |
| Calamos Global Equity Fund | Global Equities | 48 | 22.19% | — | Feb 2007 | CXGCX vs CIGEX | |
| Calamos Evolving World Growth Fund Class I | Emerging Markets Equities | 86 | 49.35% | — | — | CXGCX vs CNWIX | |
| Calamos Convertible Fund | Preferred Stock/Convertible Bonds | 90 | 24.54% | — | Jun 1997 | CXGCX vs CICVX |
Often Compared With CXGCX
Investors most often compare CXGCX with WESRX, GCV, NCZ. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TETON Convertible Securities Fund | Convertible Bonds | 63 | 20.63% | — | Sep 1997 | CXGCX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 87 | 17.44% | — | Jul 1989 | CXGCX vs GCV | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 81 | 20.43% | — | Jul 2003 | CXGCX vs NCZ | |
| High Income Securities Fund | Convertible Bonds | 3 | -3.24% | — | Jul 1987 | CXGCX vs PCF | |
| Calamos Growth Fund | Large Cap Growth Equities | 32 | 11.25% | — | Sep 1990 | CXGCX vs CVGRX |
Compare CXGCX with Any Fund or Stock
Compare CXGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CXGCX with funds that move differently
Calamos Global Convertible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CXGCX.
Explore CXGCX Diversifiers