Columbia Convertible Securities Fund (PACIX) Alternatives
Columbia Convertible Securities Fund (PACIX) 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 PACIX. 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 PACIX
PACIX charges 1.12% annually. Among mutual funds in the Convertible Bonds category, these options have the lowest expense ratios among PACIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | Jul 27, 1997 | PACIX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | Apr 18, 1993 | PACIX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | Apr 29, 2003 | PACIX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | Jun 30, 2003 | PACIX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | Apr 14, 1987 | PACIX vs FISCX |
Best Risk-Adjusted Alternatives to PACIX
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 | PACIX vs ANNPX | |
| Lord Abbett Convertible Fund | 90 | Jun 29, 2003 | PACIX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 90 | Jun 30, 2003 | PACIX vs LOCFX | |
| Harbor Convertible Securities Fund | 86 | May 1, 2011 | PACIX vs HICSX | |
| Calamos Global Convertible Fund | 75 | Dec 30, 2014 | PACIX vs CXGCX |
Top Performing PACIX Alternatives (YTD)
PACIX alternatives from the Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 4.22% | Jun 25, 1997 | PACIX vs CHI | |
| Lord Abbett Convertible Fund | 1.76% | Jun 29, 2003 | PACIX vs LCFYX | |
| Lord Abbett Convertible Fund Class F3 | 1.75% | Jun 30, 2003 | PACIX vs LOCFX | |
| Harbor Convertible Securities Fund | 0.67% | May 1, 2011 | PACIX vs HICSX | |
| Virtus Convertible Fund | -0.19% | Apr 18, 1993 | PACIX vs ANNPX |
Lowest Volatility Alternatives to PACIX
PACIX 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 | PACIX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 8.50% | Dec 5, 2019 | PACIX vs PBXIX | |
| Calamos Global Convertible Fund | 10.43% | Dec 30, 2014 | PACIX vs CXGCX | |
| Franklin Convertible Securities Fund | 12.13% | Apr 14, 1987 | PACIX vs FISCX | |
| Virtus Convertible Fund | 14.09% | Apr 18, 1993 | PACIX vs ANNPX |
Lowest Drawdown Alternatives to PACIX
PACIX 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 | PACIX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.74% | Dec 5, 2019 | PACIX vs PBXIX | |
| Calamos Global Convertible Fund | -6.16% | Dec 30, 2014 | PACIX vs CXGCX | |
| Harbor Convertible Securities Fund | -6.92% | May 1, 2011 | PACIX vs HICSX | |
| Lord Abbett Convertible Fund Class F3 | -7.02% | Jun 30, 2003 | PACIX vs LOCFX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With PACIX
What investors most often compare with PACIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 76 | -2.24% | Aug 23, 1984 | PACIX vs FHYTX | |
| Putnam Convertible Securities Fund | Convertible Bonds | 62 | -0.37% | Jun 28, 1972 | PACIX vs PCONX | |
| TETON Convertible Securities Fund | Convertible Bonds | 44 | -3.62% | Sep 29, 1997 | PACIX vs WESRX | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 84 | -0.21% | Jul 31, 2003 | PACIX vs NCZ | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | PACIX vs CHY | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 80 | 6.04% | Jul 3, 1989 | PACIX vs GCV |
Compare PACIX with Any Fund or Stock
Compare PACIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.