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 a closer substitute for your current allocation.
Cheapest Alternatives to PACIX
PACIX charges 1.12% annually. There are 11 mutual funds in the Convertible Bonds category with lower expense ratios, going as low as 0.68%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Convertible Securities Fund | 0.68% | — | Jul 1997 | PACIX vs CNSDX | |
| Virtus Convertible Fund | 0.71% | — | Apr 1993 | PACIX vs ANNPX | |
| Advent Convertible and Income Fund | 0.75% | — | Apr 2003 | PACIX vs AVK | |
| Lord Abbett Convertible Fund Class F3 | 0.82% | — | Jun 2003 | PACIX vs LOCFX | |
| Franklin Convertible Securities Fund | 0.83% | — | Apr 1987 | PACIX vs FISCX |
Best Risk-Adjusted Alternatives to PACIX
PACIX has a PortfoliosLab risk / return rank of 89. There are 2 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Convertible Fund | 93 | — | Apr 1993 | PACIX vs ANNPX | |
| Harbor Convertible Securities Fund | 89 | — | May 2011 | PACIX vs HICSX | |
| Calamos Global Convertible Fund | 89 | — | Dec 2014 | PACIX vs CXGCX | |
| Lord Abbett Convertible Fund Class F3 | 87 | — | Jun 2003 | PACIX vs LOCFX | |
| Lord Abbett Convertible Fund | 87 | — | Jun 2003 | PACIX vs LCFYX |
Top Performing PACIX Alternatives (YTD)
PACIX is at 22.48% YTD. There is 1 mutual fund in the Convertible Bonds category with a higher YTD return, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Convertible Opportunities and Income Fund | 25.49% | — | Jun 1997 | PACIX vs CHI | |
| Putnam Convertible Securities Fund | 22.30% | — | Jun 1972 | PACIX vs PCONX | |
| Calamos Convertible and High Income Closed Fund | 22.30% | — | May 2003 | PACIX vs CHY | |
| Harbor Convertible Securities Fund | 22.19% | — | May 2011 | PACIX vs HICSX | |
| Invesco Convertible Securities Fund | 21.99% | — | Jul 1997 | PACIX vs CNSDX |
Lowest Volatility Alternatives to PACIX
PACIX has 14.32% 1-year volatility. There are 8 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 5.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | 5.18% | — | Dec 2007 | PACIX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | 6.97% | — | Dec 2019 | PACIX vs PBXIX | |
| Calamos Global Convertible Fund | 10.12% | — | Dec 2014 | PACIX vs CXGCX | |
| Franklin Convertible Securities Fund | 10.44% | — | Apr 1987 | PACIX vs FISCX | |
| Advent Convertible and Income Fund | 13.92% | — | Apr 2003 | PACIX vs AVK |
Lowest Drawdown Alternatives to PACIX
PACIX has a 1-year max drawdown of -7.85%. There are 9 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -4.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Miller Convertible Bond Fund | -4.53% | — | Dec 2007 | PACIX vs MCIFX | |
| Rational/Pier 88 Convertible Securities Fund | -5.16% | — | Dec 2019 | PACIX vs PBXIX | |
| Calamos Global Convertible Fund | -5.75% | — | Dec 2014 | PACIX vs CXGCX | |
| Franklin Convertible Securities Fund | -6.38% | — | Apr 1987 | PACIX vs FISCX | |
| Harbor Convertible Securities Fund | -6.92% | — | May 2011 | PACIX vs HICSX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 97 | 58.65% | — | Jun 1983 | PACIX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 68 | 8.09% | — | Mar 1998 | PACIX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 68 | 8.15% | — | Nov 2012 | PACIX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 66 | 7.98% | — | Nov 2002 | PACIX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 97 | 58.37% | — | May 1994 | PACIX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 83 | 32.06% | — | Nov 2000 | PACIX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 84 | 32.19% | — | Nov 2000 | PACIX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 58 | 10.46% | — | Dec 1992 | PACIX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 64 | 6.82% | — | Sep 1991 | PACIX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 7.46% | — | Mar 2008 | PACIX vs COSZX |
Often Compared With PACIX
Investors most often compare PACIX with FHYTX, NCZ, WESRX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 59 | 1.50% | — | Aug 1984 | PACIX vs FHYTX | |
| Virtus Convertible and Income Fund II | Convertible Bonds | 81 | 20.43% | — | Jul 2003 | PACIX vs NCZ | |
| TETON Convertible Securities Fund | Convertible Bonds | 63 | 20.63% | — | Sep 1997 | PACIX vs WESRX | |
| The Gabelli Convertible and Income Securities Fund... | Convertible Bonds | 87 | 17.44% | — | Jul 1989 | PACIX vs GCV | |
| High Income Securities Fund | Convertible Bonds | 3 | -3.24% | — | Jul 1987 | PACIX vs PCF |
Compare PACIX with Any Fund or Stock
Compare PACIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PACIX with funds that move differently
Columbia Convertible Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PACIX.
Explore PACIX Diversifiers