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 376 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% | 5.10B | Dec 2017 | DTLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DTLGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | DTLGX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | DTLGX vs TILIX |
Best Risk-Adjusted Alternatives to DTLGX
DTLGX has a PortfoliosLab risk / return rank of 35. There are 180 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | DTLGX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | DTLGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | DTLGX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | DTLGX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | DTLGX vs FOCPX |
Top Performing DTLGX Alternatives (YTD)
DTLGX is at 10.26% YTD. There are 173 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | DTLGX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | DTLGX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | DTLGX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | DTLGX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | DTLGX vs FOCKX |
Lowest Volatility Alternatives to DTLGX
DTLGX has 16.96% 1-year volatility. There are 321 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | DTLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | DTLGX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | DTLGX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | DTLGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | DTLGX vs AWYIX |
Lowest Drawdown Alternatives to DTLGX
DTLGX has a 1-year max drawdown of -17.05%. There are 311 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | DTLGX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DTLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DTLGX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | DTLGX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DTLGX vs AQEIX |
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 | 68 | 11.30% | — | Feb 1999 | DTLGX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 57 | 9.05% | — | Sep 1992 | DTLGX vs DTLVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 38 | 17.39% | — | Oct 1992 | DTLGX vs DTSGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 57 | 14.40% | — | Nov 2007 | DTLGX vs WLCTX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 31 | 0.43% | — | Mar 2016 | DTLGX vs WIORX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 59 | 16.01% | — | Sep 1992 | DTLGX vs DTSVX |
Often Compared With DTLGX
Investors most often compare DTLGX with SPY, VOO, AMRGX. These 20 comparison targets span 4 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