DTSGX Alternatives & Similar Mutual Funds

Wilshire Small Company Growth Portfolio (DTSGX) belongs to the Small 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 DTSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to DTSGX

DTSGX charges 1.35% annually. There are 133 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	DTSGX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	DTSGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	DTSGX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	DTSGX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	DTSGX vs VISGX

Best Risk-Adjusted Alternatives to DTSGX

DTSGX has a PortfoliosLab risk / return rank of 47. There are 74 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	DTSGX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	DTSGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	DTSGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	DTSGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	DTSGX vs OBMCX

Top Performing DTSGX Alternatives (YTD)

DTSGX is at 20.89% YTD. There are 65 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	DTSGX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	DTSGX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	DTSGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	DTSGX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	DTSGX vs OBMCX

Lowest Volatility Alternatives to DTSGX

DTSGX has 21.74% 1-year volatility. There are 91 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	DTSGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	DTSGX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	DTSGX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	DTSGX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	DTSGX vs NBGIX

Lowest Drawdown Alternatives to DTSGX

DTSGX has a 1-year max drawdown of -13.28%. There are 78 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	DTSGX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	DTSGX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	DTSGX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	DTSGX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	DTSGX vs RFIMX

Other Mutual Funds from Wilshire Mutual Funds

The 6 most viewed Wilshire Mutual Funds mutual funds shown here include WFIVX, DTLVX, DTLGX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
WFIVX	Wilshire 5000 Index Portfolio	Large Cap Blend Equities	60	9.87%	—	Feb 1999	DTSGX vs WFIVX
DTLVX	Wilshire Large Company Value Portfolio	Large Cap Value Equities	56	8.69%	—	Sep 1992	DTSGX vs DTLVX
DTLGX	Wilshire Large Company Growth Portfolio	Large Cap Growth Equities	25	5.98%	—	Sep 1992	DTSGX vs DTLGX
WLCTX	Wilshire International Equity Fund	Foreign Large Cap Equities	67	15.49%	—	Nov 2007	DTSGX vs WLCTX
WIORX	Wilshire Income Opportunities Fund	Multisector Bonds	23	0.10%	—	Mar 2016	DTSGX vs WIORX
DTSVX	Wilshire Small Company Value Portfolio	Small Cap Blend Equities	70	19.76%	—	Sep 1992	DTSGX vs DTSVX

Often Compared With DTSGX

Investors most often compare DTSGX with SPY, HSPGX, CTSIX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	DTSGX vs SPY
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	88	34.80%	—	Oct 1992	DTSGX vs HSPGX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	DTSGX vs CTSIX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	DTSGX vs SSCPX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	DTSGX vs DMCRX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	DTSGX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	DTSGX vs KSOAX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	DTSGX vs PXQSX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	65	22.34%	—	Mar 1998	DTSGX vs ALFAX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	DTSGX vs VLEOX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	DTSGX vs HRSMX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	DTSGX vs NCLEX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	DTSGX vs JGMNX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	DTSGX vs JATTX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	DTSGX vs JANIX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	DTSGX vs FGROX

Compare DTSGX with Any Fund or Stock

Compare DTSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair DTSGX with funds that move differently

Wilshire Small Company Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTSGX.

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Wilshire Small Company Growth Portfolio (DTSGX) Alternatives