Virtus Convertible and Income Fund (NCV) 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 NCV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NCV
NCV charges 0.03% annually. There are 6 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Preferred Income Fund II | 0.01% | — | Jan 2005 | NCV vs HPF | |
| John Hancock Preferred Income Fund | 0.01% | — | Aug 2002 | NCV vs HPI | |
| John Hancock Preferred Income Fund III | 0.01% | — | Jun 2003 | NCV vs HPS | |
| Nuveen Preferred and Income Opportunities Fund | 0.01% | — | Mar 2003 | NCV vs JPC | |
| Cohen and Steers Limited Duration Preferred and In... | 0.01% | — | May 2012 | NCV vs LDP |
Best Risk-Adjusted Alternatives to NCV
NCV has a PortfoliosLab risk / return rank of 84. There are 5 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 | |
|---|---|---|---|---|---|
| Cohen & Steers Preferred Securities and Income SMA... | 88 | — | Feb 2019 | NCV vs PISHX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 87 | — | Apr 2011 | NCV vs DPIIX | |
| Cohen & Steers Low Duration Preferred and Income F... | 87 | — | Nov 2015 | NCV vs LPXZX | |
| Calamos Convertible Fund | 85 | — | Jun 1997 | NCV vs CICVX | |
| Calamos Convertible Fund | 85 | — | Jun 1985 | NCV vs CCVIX |
Top Performing NCV Alternatives (YTD)
NCV is at 21.49% YTD. There are 2 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 23.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Fund | 23.24% | — | Jun 1997 | NCV vs CICVX | |
| Calamos Convertible Fund | 23.11% | — | Jun 1985 | NCV vs CCVIX | |
| Fidelity Advisor Convertible Securities Fund Class... | 19.67% | — | Oct 2018 | NCV vs FIQVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 19.59% | — | Feb 2009 | NCV vs FICVX | |
| Fidelity Convertible Securities Fund | 19.59% | — | Jan 1987 | NCV vs FCVSX |
Lowest Volatility Alternatives to NCV
NCV has 15.51% 1-year volatility. There are 23 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 | |
|---|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 1.87% | — | Nov 2015 | NCV vs LPXZX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.12% | — | Apr 2011 | NCV vs DPIIX | |
| Principal Capital Securities Fund | 2.14% | — | Mar 2014 | NCV vs PCSFX | |
| Cohen & Steers Preferred Securities and Income SMA... | 2.40% | — | Feb 2019 | NCV vs PISHX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.41% | — | Apr 2002 | NCV vs PPSIX |
Lowest Drawdown Alternatives to NCV
NCV has a 1-year max drawdown of -11.38%. There are 31 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 | |
|---|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | — | Nov 2015 | NCV vs LPXZX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -2.39% | — | Apr 2011 | NCV vs DPIIX | |
| Cohen & Steers Preferred Securities and Income SMA... | -2.83% | — | Feb 2019 | NCV vs PISHX | |
| JPMorgan Preferred and Income Securities Fund | -2.92% | — | Mar 2022 | NCV vs JPDIX | |
| Principal Capital Securities Fund | -2.97% | — | Mar 2014 | NCV vs PCSFX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 28.50% | — | Oct 2019 | NCV vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.89% | — | Feb 2006 | NCV vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.70% | — | Mar 2018 | NCV vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.04% | — | Oct 1996 | NCV vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 6.42% | — | Oct 1995 | NCV vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.66% | — | Jun 2009 | NCV vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | NCV vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -3.24% | — | Jun 2006 | NCV vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 61 | 19.70% | — | Dec 2010 | NCV vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 2.04% | — | Sep 1940 | NCV vs NAINX |
Often Compared With NCV
Investors most often compare NCV with LBFFX, PFD, CCI. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare NCV with Any Fund or Stock
Compare NCV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NCV with funds that move differently
Virtus Convertible and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NCV.
Explore NCV Diversifiers