Virtus Convertible and Income Fund II (NCZ) Alternatives
Virtus Convertible and Income Fund II (NCZ) 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 NCZ. 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 NCZ
NCZ charges 0.03% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among NCZ alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| The Gabelli Convertible and Income Securities Fund... | 0.01% | Jul 3, 1989 | NCZ vs GCV | |
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | NCZ vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | NCZ vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | NCZ vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | NCZ vs LOCFX |
Best Risk-Adjusted Alternatives to NCZ
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 | NCZ vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | NCZ vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | NCZ vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | NCZ vs HICSX | |
| Columbia Convertible Securities Fund | 82 | Sep 24, 1987 | NCZ vs PACIX |
Top Performing NCZ Alternatives (YTD)
NCZ alternatives from the Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| The Gabelli Convertible and Income Securities Fund... | 6.04% | Jul 3, 1989 | NCZ vs GCV | |
| Calamos Convertible Opportunities and Income Fund | 4.22% | Jun 25, 1997 | NCZ vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | NCZ vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | NCZ vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | NCZ vs HICSX |
Lowest Volatility Alternatives to NCZ
NCZ 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 | NCZ vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | NCZ vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | NCZ vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | NCZ vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | NCZ vs ANNPX |
Lowest Drawdown Alternatives to NCZ
NCZ 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 | NCZ vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | NCZ vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | NCZ vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | NCZ vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | NCZ vs LOCFX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | NCZ vs AIO | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 8 | -0.51% | Oct 18, 1996 | NCZ vs PKSFX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | NCZ vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | NCZ vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | NCZ vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | NCZ vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | NCZ vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | NCZ vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | NCZ vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | NCZ vs PHRAX |
Compare NCZ with Any Fund or Stock
Compare NCZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.