Sound Shore Fund (SSHFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SSHFX
SSHFX charges 0.93% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SSHFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SSHFX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SSHFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SSHFX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SSHFX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SSHFX vs VVIAX |
Best Risk-Adjusted Alternatives to SSHFX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | SSHFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SSHFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SSHFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SSHFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SSHFX vs VALAX |
Top Performing SSHFX Alternatives (YTD)
SSHFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | SSHFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SSHFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SSHFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SSHFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SSHFX vs HFCVX |
Lowest Volatility Alternatives to SSHFX
SSHFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | SSHFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SSHFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SSHFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SSHFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SSHFX vs ACIIX |
Lowest Drawdown Alternatives to SSHFX
SSHFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | SSHFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SSHFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SSHFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SSHFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SSHFX vs PSECX |
Other Mutual Funds from Sound Shore
Most popular Sound Shore mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Sound Shore Fund Institutional Class | Large Cap Value Equities | 35 | -6.22% | Dec 9, 2013 | SSHFX vs SSHVX |
Often Compared With SSHFX
What investors most often compare with SSHFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SSHFX vs VOO | |
| Vanguard Mega Cap Growth ETF | Large Cap Growth Equities | 51 | -10.90% | Dec 17, 2007 | SSHFX vs MGK | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | SSHFX vs VTV | |
| Davis New York Venture Fund | Large Cap Blend Equities | 71 | -2.35% | Feb 17, 1969 | SSHFX vs NYVTX | |
| Vanguard Dividend Appreciation ETF | Dividend | 55 | -1.77% | Dec 19, 2013 | SSHFX vs VIG | |
| Columbia Select Large Cap Value Fund Class R | Large Cap Value Equities | 80 | 0.13% | Apr 30, 2003 | SSHFX vs SLVRX | |
| William Blair Growth Fund | Large Cap Growth Equities | 13 | -14.33% | Mar 20, 1946 | SSHFX vs WBGSX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | SSHFX vs TILVX |
Compare SSHFX with Any Fund or Stock
Compare SSHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.