NCV Alternatives & Similar Mutual Funds

Virtus Convertible and Income Fund (NCV) 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 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 2 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GCV	The Gabelli Convertible and Income Securities Fund...	0.01%	—	Jul 1989	NCV vs GCV
NCZ	Virtus Convertible and Income Fund II	0.03%	—	Jul 2003	NCV vs NCZ
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	NCV vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	NCV vs FCVSX
CNSDX	Invesco Convertible Securities Fund	0.68%	—	Jul 1997	NCV vs CNSDX

Best Risk-Adjusted Alternatives to NCV

NCV has a PortfoliosLab risk / return rank of 75. There are 7 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	NCV vs ARBIX
MCIFX	Miller Convertible Bond Fund	92	—	Dec 2007	NCV vs MCIFX
CXGCX	Calamos Global Convertible Fund	85	—	Dec 2014	NCV vs CXGCX
CHI	Calamos Convertible Opportunities and Income Fund	82	—	Jun 1997	NCV vs CHI
GCV	The Gabelli Convertible and Income Securities Fund...	81	—	Jul 1989	NCV vs GCV

Top Performing NCV Alternatives (YTD)

NCV is at 17.13% YTD. There are 4 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 25.35%.

Symbol	Name	YTD Return	AUM	Inception
CHI	Calamos Convertible Opportunities and Income Fund	25.35%	—	Jun 1997	NCV vs CHI
NCZ	Virtus Convertible and Income Fund II	18.68%	—	Jul 2003	NCV vs NCZ
CICVX	Calamos Convertible Fund	17.72%	—	Jun 1997	NCV vs CICVX
CCVIX	Calamos Convertible Fund	17.57%	—	Jun 1985	NCV vs CCVIX
PACIX	Columbia Convertible Securities Fund	16.64%	—	Sep 1987	NCV vs PACIX

Lowest Volatility Alternatives to NCV

NCV has 16.05% 1-year volatility. There are 12 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.25%	—	Aug 2017	NCV vs ARBIX
MCIFX	Miller Convertible Bond Fund	5.37%	—	Dec 2007	NCV vs MCIFX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	6.42%	—	—	NCV vs SBFCX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	6.60%	—	Dec 2014	NCV vs LEOOX
PBXIX	Rational/Pier 88 Convertible Securities Fund	7.20%	—	Dec 2019	NCV vs PBXIX

Lowest Drawdown Alternatives to NCV

NCV has a 1-year max drawdown of -11.38%. There are 21 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
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	NCV vs ARBIX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	-3.97%	—	Dec 2014	NCV vs LEOOX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	-4.28%	—	—	NCV vs SBFCX
MCIFX	Miller Convertible Bond Fund	-4.53%	—	Dec 2007	NCV vs MCIFX
PBXIX	Rational/Pier 88 Convertible Securities Fund	-5.16%	—	Dec 2019	NCV vs PBXIX

Other Mutual Funds from Virtus

The 10 most viewed Virtus mutual funds shown here include ASFYX, AIO, SAMBX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	66	9.56%	—	Jul 2010	NCV vs ASFYX
AIO	Virtus Artificial Intelligence & Technology Opport...	Artificial Intelligence, Technology Equities	24	21.38%	—	Oct 2019	NCV vs AIO
SAMBX	Virtus Seix Floating Rate High Income Fund	Bank Loan	98	2.76%	—	Feb 2006	NCV vs SAMBX
PKSFX	Virtus KAR Small-Cap Core Fund	Mid Cap Growth Equities	8	7.36%	—	Oct 1996	NCV vs PKSFX
VKSIX	Virtus KAR Small-Mid Cap Core Fund	Mid Cap Growth Equities	0	-4.13%	—	Mar 2018	NCV vs VKSIX
PSTAX	Virtus KAR Capital Growth Fund	Large Cap Growth Equities	4	0.05%	—	Oct 1995	NCV vs PSTAX
VIMCX	Virtus KAR Mid-Cap Core Fund	Mid Cap Growth Equities	3	0.70%	—	Jun 2009	NCV vs VIMCX
EDF	Virtus Stone Harbor Emerging Markets Income Fund	Emerging Markets Bonds	43	13.38%	—	Dec 2010	NCV vs EDF
MERFX	The Merger Fund	Event Driven	96	1.51%	—	Jan 1989	NCV vs MERFX
PXSGX	Virtus KAR Small-Cap Growth Fund	Small Cap Growth Equities	1	-1.68%	—	Jun 2006	NCV vs PXSGX

Often Compared With NCV

Investors most often compare NCV with LBFFX, LDP, JPC. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	50	11.96%	—	—	NCV vs LBFFX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.56%	—	May 2012	NCV vs LDP
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock	12	0.17%	—	Mar 2003	NCV vs JPC
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	53	14.07%	—	Feb 2009	NCV vs FICVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	20	-0.63%	—	Jan 1991	NCV vs PFD
HPS	John Hancock Preferred Income Fund III	Preferred Stock	23	4.05%	—	Jun 2003	NCV vs HPS
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock	9	1.07%	—	Dec 2021	NCV vs NPFD
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.34%	—	—	NCV vs PSF
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	52	13.96%	—	Feb 2009	NCV vs FACVX
PCSFX	Principal Capital Securities Fund	Preferred Stock	77	1.37%	—	Mar 2014	NCV vs PCSFX
CCI	Crown Castle Inc.		10	-12.06%	—	—	NCV vs CCI
PAXS	PIMCO Access Income Fund	Multisector Bonds	7	-0.71%	—	Jan 2022	NCV vs PAXS
PISHX	Cohen & Steers Preferred Securities and Income SMA...	Preferred Stock	85	2.24%	—	Feb 2019	NCV vs PISHX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	17	0.83%	—	Feb 1992	NCV vs PFO
CHY	Calamos Convertible and High Income Closed Fund	Convertible Bonds	68	16.46%	—	May 2003	NCV vs CHY
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	Preferred Stock	86	2.14%	—	Nov 2015	NCV vs LPXZX
HPF	John Hancock Preferred Income Fund II	Preferred Stock	28	4.06%	—	Jan 2005	NCV vs HPF
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	83	1.84%	—	Mar 2022	NCV vs JPDIX
LGI	Lazard Global Total Return and Income Fund	Global Allocation	29	10.22%	—	Apr 2004	NCV vs LGI
QYLD	Global X NASDAQ 100 Covered Call ETF	Nasdaq-100, Derivative Income	83	7.67%	8.09B	Dec 2013	NCV vs QYLD

Compare NCV with Any Fund or Stock

Compare NCV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Virtus Convertible and Income Fund (NCV) Alternatives