Sound Shore Fund (SSHFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSHFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSHFX
SSHFX charges 0.93% annually. There are 217 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | SSHFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | SSHFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SSHFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | SSHFX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | SSHFX vs VVIAX |
Best Risk-Adjusted Alternatives to SSHFX
SSHFX has a PortfoliosLab risk / return rank of 52. There are 195 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | SSHFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SSHFX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | SSHFX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | SSHFX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | SSHFX vs SABTX |
Top Performing SSHFX Alternatives (YTD)
SSHFX is at 5.33% YTD. There are 280 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | SSHFX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | SSHFX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | SSHFX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | SSHFX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | SSHFX vs PXTIX |
Lowest Volatility Alternatives to SSHFX
SSHFX has 13.35% 1-year volatility. There are 296 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | SSHFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SSHFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | SSHFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | SSHFX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | SSHFX vs FLCCX |
Lowest Drawdown Alternatives to SSHFX
SSHFX has a 1-year max drawdown of -9.67%. There are 287 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | SSHFX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SSHFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SSHFX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | SSHFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SSHFX vs SVAIX |
Other Mutual Funds from Sound Shore
The 1 most viewed Sound Shore mutual funds shown here include SSHVX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sound Shore Fund Institutional Class | Large Cap Value Equities | 53 | 5.41% | — | Dec 2013 | SSHFX vs SSHVX |
Often Compared With SSHFX
Investors most often compare SSHFX with TOWFX, VOO, MGK. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SSHFX with Any Fund or Stock
Compare SSHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSHFX with funds that move differently
Sound Shore Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSHFX.
Explore SSHFX Diversifiers