Sound Shore Fund Institutional Class (SSHVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SSHVX
SSHVX charges 0.75% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SSHVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SSHVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SSHVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SSHVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SSHVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SSHVX vs TILVX |
Best Risk-Adjusted Alternatives to SSHVX
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 | SSHVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SSHVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SSHVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SSHVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SSHVX vs VALAX |
Top Performing SSHVX Alternatives (YTD)
SSHVX 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 | SSHVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SSHVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SSHVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SSHVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SSHVX vs HFCVX |
Lowest Volatility Alternatives to SSHVX
SSHVX 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 | SSHVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SSHVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SSHVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SSHVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SSHVX vs ACIIX |
Lowest Drawdown Alternatives to SSHVX
SSHVX 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 | SSHVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SSHVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SSHVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SSHVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SSHVX 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 | Large Cap Value Equities | 36 | -6.25% | May 17, 1985 | SSHVX vs SSHFX |
Compare SSHVX with Any Fund or Stock
Compare SSHVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.