Wilshire Large Company Value Portfolio (DTLVX) Alternatives
Wilshire Large Company Value Portfolio (DTLVX) 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 DTLVX. 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 DTLVX
DTLVX charges 1.30% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DTLVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DTLVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DTLVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DTLVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DTLVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | DTLVX vs TILVX |
Best Risk-Adjusted Alternatives to DTLVX
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 | DTLVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DTLVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DTLVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DTLVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DTLVX vs VALAX |
Top Performing DTLVX Alternatives (YTD)
DTLVX 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 | DTLVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DTLVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DTLVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DTLVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DTLVX vs HFCVX |
Lowest Volatility Alternatives to DTLVX
DTLVX 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 | DTLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DTLVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DTLVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DTLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DTLVX vs ACIIX |
Lowest Drawdown Alternatives to DTLVX
DTLVX 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 | DTLVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DTLVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DTLVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DTLVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DTLVX vs PSECX |
Other Mutual Funds from Wilshire Mutual Funds
Most popular Wilshire Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 43 | -6.78% | Feb 1, 1999 | DTLVX vs WFIVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 23 | -6.45% | Oct 1, 1992 | DTLVX vs DTSGX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 31 | -13.65% | Sep 30, 1992 | DTLVX vs DTLGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 79 | -0.50% | Nov 16, 2007 | DTLVX vs WLCTX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 74 | -0.88% | Mar 29, 2016 | DTLVX vs WIORX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 58 | 2.33% | Sep 30, 1992 | DTLVX vs DTSVX |
Compare DTLVX with Any Fund or Stock
Compare DTLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.