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 373 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | DTLGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | DTLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DTLGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | DTLGX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | DTLGX vs TILIX |
Best Risk-Adjusted Alternatives to DTLGX
DTLGX has a PortfoliosLab risk / return rank of 15. There are 207 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | DTLGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | DTLGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | DTLGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | DTLGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | DTLGX vs FDSSX |
Top Performing DTLGX Alternatives (YTD)
DTLGX is at 2.54% YTD. There are 252 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | DTLGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | DTLGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | DTLGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | DTLGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | DTLGX vs VPMCX |
Lowest Volatility Alternatives to DTLGX
DTLGX has 18.86% 1-year volatility. There are 305 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | DTLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | DTLGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | DTLGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | DTLGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | DTLGX vs GQEPX |
Lowest Drawdown Alternatives to DTLGX
DTLGX has a 1-year max drawdown of -17.05%. There are 307 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 | 58 | 9.27% | — | Feb 1999 | DTLGX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 85 | 14.10% | — | Sep 1992 | DTLGX vs DTLVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 41 | 16.07% | — | Oct 1992 | DTLGX vs DTSGX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 24 | -0.03% | — | Mar 2016 | DTLGX vs WIORX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 68 | 13.91% | — | Nov 2007 | DTLGX vs WLCTX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 88 | 25.18% | — | Sep 1992 | DTLGX vs DTSVX |
Often Compared With DTLGX
Investors most often compare DTLGX with SPY, VOO, ONERX. 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