Calamos Convertible Opportunities and Income Fund vs Virtus Artificial Intelligence and Technology Opportunities Fund

Comparison Snapshot

Key Financial Metrics

CHI

Metric

AIO

$930.85M

Market Cap

$777.78M

N/A

Potential Profit

N/A

Analyst Rating

N/A

Investment Analysis

Calamos Convertible Opportunities and Income Fund

CHI

Pros

Considerations

Virtus Artificial Intelligence and Technology Opportunities Fund

AIO

Pros

Considerations

Related Market Insights

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Related Market Insights

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About The Companies

Calamos Convertible Opportunities and Income Fund (CHI)

The Calamos Convertible Opportunities and Income Fund (CHI) is a type of investment known as a closed-end fund. Its main goal is to achieve 'total return,' which means it seeks to provide both capital appreciation (growth in value) and current income for its investors. The fund does this by investing in a diversified mix of convertible securities and high-yield corporate bonds. Convertible securities are a hybrid investment, often starting as bonds that can be converted into stocks, offering a blend of potential income and growth. High-yield bonds, as the name suggests, typically offer higher income payments but also carry higher risk. By focusing on these asset types, the fund aims to be less sensitive to interest rate changes than traditional bond funds. It invests across a wide array of sectors, including technology, healthcare, and consumer discretionary, to spread its exposure. As with any investment, its value can fall as well as rise.

Virtus Artificial Intelligence and Technology Opportunities Fund (AIO)

Virtus Artificial Intelligence & Technology Opportunities Fund (ticker: AIO) is an exchange‑listed investment fund that seeks exposure to companies positioned to benefit from artificial intelligence, data analytics, cloud computing and related technology trends. Managed actively, the fund typically holds a focused portfolio of technology and software firms, semiconductor manufacturers, cloud and systems providers, and other businesses enabling AI applications. Its market capitalisation is approximately $804.64 million, reflecting investor demand and its tradability on public markets. Investors should note the fund’s thematic concentration can lead to higher volatility versus broad market indices, and performance will depend on the managers’ stock selection and sector cycles. Fees, trading spreads and possible discounts or premiums to net asset value can affect returns. It may suit investors seeking targeted growth‑oriented exposure within a single tradable security, but may not be appropriate for those seeking broad diversification or low volatility. This is educational information only and not personal financial advice; values can fall as well as rise.

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Which Baskets Do They Appear In?

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Calamos Convertible Opportunities and Income Fund vs Virtus Artificial Intelligence and Technology Opportunities Fund

Comparison Snapshot

Investment Analysis

Calamos Convertible Opportunities and Income Fund

Pros

Considerations

Virtus Artificial Intelligence and Technology Opportunities Fund

Pros

Considerations

Related Market Insights

Related Market Insights

About The Companies

Which Baskets Do They Appear In?

Which Baskets Do They Appear In?

Buy CHI or AIO in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Calamos Convertible Opportunities and Income Fund vs PIMCO Corporate & Income Strategy

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Comparison Snapshot

About The Companies