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 15 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.59%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | — | Oct 2018 | CXGCX vs FIQVX | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | CXGCX vs FCVSX | |
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | CXGCX vs CNSDX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | — | Feb 2009 | CXGCX vs FICVX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | CXGCX vs ANNPX |
Best Risk-Adjusted Alternatives to CXGCX
CXGCX has a PortfoliosLab risk / return rank of 85. There are 2 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | CXGCX vs ARBIX | |
| Miller Convertible Bond Fund | 92 | — | Dec 2007 | CXGCX vs MCIFX | |
| Calamos Convertible Opportunities and Income Fund | 82 | — | Jun 1997 | CXGCX vs CHI | |
| Virtus Convertible Fund | 78 | — | Apr 1993 | CXGCX vs ANNPX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | 75 | — | Dec 2014 | CXGCX vs LEOOX |
Top Performing CXGCX Alternatives (YTD)
CXGCX is at 14.10% YTD. There are 8 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 25.35% | — | Jun 1997 | CXGCX vs CHI | |
| Calamos Convertible Fund | 17.72% | — | Jun 1997 | CXGCX vs CICVX | |
| Calamos Convertible Fund | 17.57% | — | Jun 1985 | CXGCX vs CCVIX | |
| Columbia Convertible Securities Fund | 16.64% | — | Sep 1987 | CXGCX vs PACIX | |
| Calamos Convertible and High Income Closed Fund | 16.46% | — | May 2003 | CXGCX vs CHY |
Lowest Volatility Alternatives to CXGCX
CXGCX has 10.98% 1-year volatility. There are 5 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 1.25% | — | Aug 2017 | CXGCX vs ARBIX | |
| Miller Convertible Bond Fund | 5.37% | — | Dec 2007 | CXGCX vs MCIFX | |
| Victory INCORE Investment Grade Convertible Fund C... | 6.42% | — | — | CXGCX vs SBFCX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | 6.60% | — | Dec 2014 | CXGCX vs LEOOX | |
| Rational/Pier 88 Convertible Securities Fund | 7.20% | — | Dec 2019 | CXGCX vs PBXIX |
Lowest Drawdown Alternatives to CXGCX
CXGCX has a 1-year max drawdown of -5.75%. There are 5 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | -0.51% | — | Aug 2017 | CXGCX vs ARBIX | |
| Lazard Enhanced Opportunities Portfolio Open Share... | -3.97% | — | Dec 2014 | CXGCX vs LEOOX | |
| Victory INCORE Investment Grade Convertible Fund C... | -4.28% | — | — | CXGCX vs SBFCX | |
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | CXGCX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | CXGCX vs PBXIX |
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 | 3.54% | — | May 2000 | CXGCX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 34 | 9.03% | — | Mar 2004 | CXGCX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 55 | 19.41% | — | Mar 2011 | CXGCX vs CTSIX | |
| Calamos Phineus Long/Short Fund | Long-Short | 7 | 3.50% | — | Apr 2016 | CXGCX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 55 | 9.24% | — | Sep 1988 | CXGCX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.57% | — | Dec 2014 | CXGCX vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 29 | 16.59% | — | Mar 2005 | CXGCX vs CIGIX | |
| Calamos Global Equity Fund | Global Equities | 25 | 12.12% | — | Feb 2007 | CXGCX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.15% | — | Aug 1999 | CXGCX vs CHYDX | |
| Calamos Evolving World Growth Fund Class I | Emerging Markets Equities | 32 | 21.73% | — | — | CXGCX vs CNWIX |
Often Compared With CXGCX
Investors most often compare CXGCX with FISCX, WESRX, LCFYX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
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