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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | DTSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | DTSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | 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 46. There are 71 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | DTSGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | DTSGX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | DTSGX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | DTSGX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | DTSGX vs HRSMX |
Top Performing DTSGX Alternatives (YTD)
DTSGX is at 18.64% YTD. There are 64 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | DTSGX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | DTSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 45.62% | — | Dec 2016 | DTSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | DTSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | DTSGX vs OBMCX |
Lowest Volatility Alternatives to DTSGX
DTSGX has 21.95% 1-year volatility. There are 92 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | DTSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | DTSGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | DTSGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | DTSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | 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 | |
|---|---|---|---|---|---|
| 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 2500 Fund | -8.60% | — | Nov 1995 | DTSGX vs EMCAX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 56 | 10.41% | — | Feb 1999 | DTSGX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 76 | 11.89% | — | Sep 1992 | DTSGX vs DTLVX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 21 | 5.69% | — | Sep 1992 | DTSGX vs DTLGX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 24 | -0.03% | — | Mar 2016 | DTSGX vs WIORX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 53 | 12.32% | — | Nov 2007 | DTSGX vs WLCTX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 77 | 23.48% | — | Sep 1992 | DTSGX vs DTSVX |
Often Compared With DTSGX
Investors most often compare DTSGX with SPY, HSPGX, CTSIX. These 15 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