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 a closer substitute for your current allocation.
Cheapest Alternatives to DTLVX
DTLVX charges 1.30% annually. There are 296 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DTLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DTLVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DTLVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DTLVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DTLVX vs VVIAX |
Best Risk-Adjusted Alternatives to DTLVX
DTLVX has a PortfoliosLab risk / return rank of 68. There are 173 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | DTLVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | DTLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | DTLVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | DTLVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | DTLVX vs AVLVX |
Top Performing DTLVX Alternatives (YTD)
DTLVX is at 11.44% YTD. There are 183 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | DTLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | DTLVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | DTLVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | DTLVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | DTLVX vs YAFFX |
Lowest Volatility Alternatives to DTLVX
DTLVX has 11.40% 1-year volatility. There are 172 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | DTLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | DTLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | DTLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | DTLVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | DTLVX vs TMMAX |
Lowest Drawdown Alternatives to DTLVX
DTLVX has a 1-year max drawdown of -7.25%. There are 156 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DTLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DTLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DTLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DTLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DTLVX vs SVAIX |
Other Mutual Funds from Wilshire Mutual Funds
The 6 most viewed Wilshire Mutual Funds mutual funds shown here include WFIVX, DTSGX, DTLGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 58 | 11.30% | — | Feb 1999 | DTLVX vs WFIVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 45 | 20.39% | — | Oct 1992 | DTLVX vs DTSGX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 25 | 7.55% | — | Sep 1992 | DTLVX vs DTLGX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 25 | 0.31% | — | Mar 2016 | DTLVX vs WIORX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 56 | 13.91% | — | Nov 2007 | DTLVX vs WLCTX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 73 | 23.44% | — | Sep 1992 | DTLVX vs DTSVX |
Often Compared With DTLVX
Investors most often compare DTLVX with NQCRX, ACIIX, SMVLX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DTLVX with Any Fund or Stock
Compare DTLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DTLVX with funds that move differently
Wilshire Large Company Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTLVX.
Explore DTLVX Diversifiers