Calamos Global Convertible Fund (CXGCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CXGCX
CXGCX charges 1.03% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among CXGCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | CXGCX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | CXGCX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | CXGCX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | CXGCX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | CXGCX vs FISCX |
Best Risk-Adjusted Alternatives to CXGCX
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 | CXGCX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | CXGCX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | CXGCX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | CXGCX vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | CXGCX vs PACIX |
Top Performing CXGCX Alternatives (YTD)
CXGCX 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 | CXGCX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | CXGCX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | CXGCX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | CXGCX vs HICSX | |
| Columbia Convertible Securities Fund | 0.04% | Sep 24, 1987 | CXGCX vs PACIX |
Lowest Volatility Alternatives to CXGCX
CXGCX 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 | CXGCX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | CXGCX vs PBXIX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | CXGCX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | CXGCX vs ANNPX | |
| Harbor Convertible Securities Fund | 14.15% | May 1, 2011 | CXGCX vs HICSX |
Lowest Drawdown Alternatives to CXGCX
CXGCX 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 | CXGCX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | CXGCX vs PBXIX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | CXGCX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | CXGCX vs LOCFX | |
| Lord Abbett Convertible Fund | -7.06% | Jun 29, 2003 | CXGCX vs LCFYX |
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 | CXGCX vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CXGCX vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CXGCX vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CXGCX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CXGCX vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CXGCX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CXGCX vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CXGCX vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CXGCX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CXGCX vs CHY |
Often Compared With CXGCX
What investors most often compare with CXGCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Convertible Securities Fund | Convertible Bonds | 62 | -0.37% | Jun 28, 1972 | CXGCX vs PCONX | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | CXGCX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | CXGCX vs GCV | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 84 | -0.21% | Jul 31, 2003 | CXGCX vs NCZ |
Compare CXGCX with Any Fund or Stock
Compare CXGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.