Wilshire Large Company Growth Portfolio (DTLGX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DTLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DTLGX
DTLGX charges 1.30% annually. There are 370 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | DTLGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | DTLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DTLGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | DTLGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | DTLGX vs VIGAX |
Best Risk-Adjusted Alternatives to DTLGX
DTLGX has a PortfoliosLab risk / return rank of 26. There are 180 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | DTLGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | DTLGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | DTLGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | DTLGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | DTLGX vs FOCPX |
Top Performing DTLGX Alternatives (YTD)
DTLGX is at 7.57% YTD. There are 188 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | DTLGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | DTLGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | DTLGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | DTLGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | DTLGX vs POGRX |
Lowest Volatility Alternatives to DTLGX
DTLGX has 17.85% 1-year volatility. There are 312 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | DTLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | DTLGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | DTLGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | DTLGX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | DTLGX vs BLUEX |
Lowest Drawdown Alternatives to DTLGX
DTLGX has a 1-year max drawdown of -17.05%. There are 304 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DTLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DTLGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DTLGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | DTLGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | DTLGX vs DNVYX |
Other Mutual Funds from Wilshire Mutual Funds
The 6 most viewed Wilshire Mutual Funds mutual funds shown here include WFIVX, DTLVX, DTSGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 60 | 9.87% | — | Feb 1999 | DTLGX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 55 | 8.56% | — | Sep 1992 | DTLGX vs DTLVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 45 | 20.50% | — | Oct 1992 | DTLGX vs DTSGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 61 | 15.24% | — | Nov 2007 | DTLGX vs WLCTX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 28 | 0.43% | — | Mar 2016 | DTLGX vs WIORX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 70 | 19.64% | — | Sep 1992 | DTLGX vs DTSVX |
Often Compared With DTLGX
Investors most often compare DTLGX with SPY, VOO, AMRGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare DTLGX with Any Fund or Stock
Compare DTLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DTLGX with funds that move differently
Wilshire Large Company Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTLGX.
Explore DTLGX Diversifiers