Sound Shore Fund Institutional Class (SSHVX) 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 SSHVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SSHVX
SSHVX charges 0.75% annually. There are 149 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 | SSHVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SSHVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SSHVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | SSHVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SSHVX vs VVIAX |
Best Risk-Adjusted Alternatives to SSHVX
SSHVX has a PortfoliosLab risk / return rank of 53. There are 190 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 | SSHVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SSHVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | SSHVX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | SSHVX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | SSHVX vs AVLVX |
Top Performing SSHVX Alternatives (YTD)
SSHVX is at 6.31% YTD. There are 258 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | SSHVX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | SSHVX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | SSHVX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | SSHVX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | SSHVX vs NPRTX |
Lowest Volatility Alternatives to SSHVX
SSHVX has 14.00% 1-year volatility. There are 297 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | SSHVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | SSHVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | SSHVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | SSHVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | SSHVX vs TMMAX |
Lowest Drawdown Alternatives to SSHVX
SSHVX has a 1-year max drawdown of -9.65%. There are 279 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | SSHVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SSHVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SSHVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | SSHVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SSHVX vs SVAIX |
Other Mutual Funds from Sound Shore
The 1 most viewed Sound Shore mutual funds shown here include SSHFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sound Shore Fund | Large Cap Value Equities | 53 | 6.20% | — | May 1985 | SSHVX vs SSHFX |
Often Compared With SSHVX
Investors most often compare SSHVX with GQHPX, AVERX, LEXCX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SSHVX with Any Fund or Stock
Compare SSHVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SSHVX with funds that move differently
Sound Shore Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SSHVX.
Explore SSHVX Diversifiers