SouthernSun Small Cap (SSSFX) Alternatives
SouthernSun Small Cap (SSSFX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SSSFX. 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 SSSFX
SSSFX charges 1.30% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SSSFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SSSFX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SSSFX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SSSFX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SSSFX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | SSSFX vs TISBX |
Best Risk-Adjusted Alternatives to SSSFX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SSSFX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SSSFX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SSSFX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SSSFX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SSSFX vs PRSVX |
Top Performing SSSFX Alternatives (YTD)
SSSFX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SSSFX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SSSFX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SSSFX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SSSFX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SSSFX vs RIVSX |
Lowest Volatility Alternatives to SSSFX
SSSFX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SSSFX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SSSFX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SSSFX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SSSFX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SSSFX vs CSMDX |
Lowest Drawdown Alternatives to SSSFX
SSSFX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SSSFX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SSSFX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SSSFX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SSSFX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SSSFX vs BOSOX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 10 | 4.19% | Jul 6, 1992 | SSSFX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 21 | 8.59% | May 1, 1997 | SSSFX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | SSSFX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | SSSFX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | SSSFX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | SSSFX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | SSSFX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | SSSFX vs BRWIX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | SSSFX vs SKSEX | |
| AMG GW&K Municipal Bond Fund | Municipal Bonds | 56 | -1.16% | Jun 29, 2009 | SSSFX vs GWMIX |
Often Compared With SSSFX
What investors most often compare with SSSFX, based on PortfoliosLab usage data.
Compare SSSFX with Any Fund or Stock
Compare SSSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.