Wilshire Small Company Growth Portfolio (DTSGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DTSGX
DTSGX charges 1.35% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among DTSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | DTSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | DTSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | DTSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | DTSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | DTSGX vs VISGX |
Best Risk-Adjusted Alternatives to DTSGX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | DTSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | DTSGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | DTSGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | DTSGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | DTSGX vs HRSMX |
Top Performing DTSGX Alternatives (YTD)
DTSGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | DTSGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | DTSGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | DTSGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | DTSGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | DTSGX vs OBMCX |
Lowest Volatility Alternatives to DTSGX
DTSGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | DTSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | DTSGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | DTSGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | DTSGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | DTSGX vs ETEGX |
Lowest Drawdown Alternatives to DTSGX
DTSGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | DTSGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | DTSGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | DTSGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | DTSGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | DTSGX vs CTSIX |
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 | DTSGX vs WFIVX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 31 | -13.65% | Sep 30, 1992 | DTSGX vs DTLGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 79 | -0.50% | Nov 16, 2007 | DTSGX vs WLCTX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 38 | -1.98% | Sep 30, 1992 | DTSGX vs DTLVX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 74 | -0.88% | Mar 29, 2016 | DTSGX vs WIORX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 58 | 2.33% | Sep 30, 1992 | DTSGX vs DTSVX |
Often Compared With DTSGX
What investors most often compare with DTSGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | DTSGX vs SPY |
Compare DTSGX with Any Fund or Stock
Compare DTSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.