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 134 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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | DTSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | DTSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | DTSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | DTSGX vs VRTGX | |
| 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 39. There are 85 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | DTSGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | DTSGX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | DTSGX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | DTSGX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | DTSGX vs DMCRX |
Top Performing DTSGX Alternatives (YTD)
DTSGX is at 16.02% YTD. There are 63 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | DTSGX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | DTSGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | DTSGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | DTSGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | DTSGX vs NEAGX |
Lowest Volatility Alternatives to DTSGX
DTSGX has 22.29% 1-year volatility. There are 95 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | DTSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | DTSGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | DTSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | DTSGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | DTSGX vs ETEGX |
Lowest Drawdown Alternatives to DTSGX
DTSGX has a 1-year max drawdown of -13.28%. There are 69 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | DTSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | DTSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | DTSGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | DTSGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | DTSGX vs SGPIX |
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 | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 53 | 9.93% | — | Feb 1999 | DTSGX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 87 | 14.37% | — | Sep 1992 | DTSGX vs DTLVX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 14 | 3.58% | — | Sep 1992 | DTSGX vs DTLGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 72 | 14.74% | — | Nov 2007 | DTSGX vs WLCTX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 20 | -0.25% | — | Mar 2016 | DTSGX vs WIORX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 89 | 24.94% | — | Sep 1992 | DTSGX vs DTSVX |
Often Compared With DTSGX
Investors most often compare DTSGX with SPY, HSPGX, CTSIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DTSGX with Any Fund or Stock
Compare DTSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore DTSGX Diversifiers