AXS Income Opportunities Fund (OIOIX) 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 OIOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OIOIX
OIOIX charges 1.34% annually. There are 15 mutual funds in the Preferred Stock/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 | OIOIX vs FIQVX | |
| Cohen & Steers Low Duration Preferred and Income F... | 0.60% | — | Nov 2015 | OIOIX vs LPXZX | |
| Fidelity Convertible Securities Fund | 0.67% | — | Jan 1987 | OIOIX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 0.70% | — | Feb 2009 | OIOIX vs FICVX | |
| Nuveen Preferred Securities & Income Fund | 0.74% | — | Dec 2006 | OIOIX vs NPSRX |
Best Risk-Adjusted Alternatives to OIOIX
Among 20 mutual funds in the Preferred Stock/Convertible Bonds category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Fund | 90 | — | Jun 1997 | OIOIX vs CICVX | |
| Calamos Convertible Fund | 90 | — | Jun 1985 | OIOIX vs CCVIX | |
| Fidelity Advisor Convertible Securities Fund Class... | 89 | — | Oct 2018 | OIOIX vs FIQVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 89 | — | Feb 2009 | OIOIX vs FICVX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 89 | — | Apr 2011 | OIOIX vs DPIIX |
Top Performing OIOIX Alternatives (YTD)
Among 20 mutual funds in the Preferred Stock/Convertible Bonds category with YTD return data, the top-performing alternatives shown here go as high as 24.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Fund | 24.54% | — | Jun 1997 | OIOIX vs CICVX | |
| Calamos Convertible Fund | 24.45% | — | Jun 1985 | OIOIX vs CCVIX | |
| Fidelity Advisor Convertible Securities Fund Class... | 24.03% | — | Oct 2018 | OIOIX vs FIQVX | |
| Fidelity Convertible Securities Fund | 23.99% | — | Jan 1987 | OIOIX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 23.97% | — | Feb 2009 | OIOIX vs FICVX |
Lowest Volatility Alternatives to OIOIX
Among 20 mutual funds in the Preferred Stock/Convertible Bonds category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 1.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 1.86% | — | Nov 2015 | OIOIX vs LPXZX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.13% | — | Apr 2011 | OIOIX vs DPIIX | |
| Principal Capital Securities Fund | 2.13% | — | Mar 2014 | OIOIX vs PCSFX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.39% | — | Apr 2002 | OIOIX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income SMA... | 2.41% | — | Feb 2019 | OIOIX vs PISHX |
Lowest Drawdown Alternatives to OIOIX
Among 20 mutual funds in the Preferred Stock/Convertible Bonds category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | — | Nov 2015 | OIOIX vs LPXZX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -2.39% | — | Apr 2011 | OIOIX vs DPIIX | |
| Cohen & Steers Preferred Securities and Income SMA... | -2.83% | — | Feb 2019 | OIOIX vs PISHX | |
| Principal Capital Securities Fund | -2.97% | — | Mar 2014 | OIOIX vs PCSFX | |
| Cohen & Steers Preferred Securities and Income Fun... | -3.00% | — | May 2010 | OIOIX vs CPXIX |
Often Compared With OIOIX
Investors most often compare OIOIX with LBFFX. These 1 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | Preferred Stock/Convertible Bonds | 87 | 21.32% | — | — | OIOIX vs LBFFX |
Compare OIOIX with Any Fund or Stock
Compare OIOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OIOIX with funds that move differently
AXS Income Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OIOIX.
Explore OIOIX Diversifiers