Wilshire Small Company Value Portfolio (DTSVX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DTSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DTSVX
DTSVX charges 1.35% annually. There are 151 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | DTSVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | DTSVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | DTSVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | DTSVX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | DTSVX vs TISBX |
Best Risk-Adjusted Alternatives to DTSVX
DTSVX has a PortfoliosLab risk / return rank of 88. There are 10 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | DTSVX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | DTSVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | DTSVX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | DTSVX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | DTSVX vs AUERX |
Top Performing DTSVX Alternatives (YTD)
DTSVX is at 25.18% YTD. There are 12 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | DTSVX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | DTSVX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | DTSVX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | DTSVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | DTSVX vs WESCX |
Lowest Volatility Alternatives to DTSVX
DTSVX has 17.66% 1-year volatility. There are 70 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | DTSVX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | DTSVX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | DTSVX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | DTSVX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | DTSVX vs FTHNX |
Lowest Drawdown Alternatives to DTSVX
DTSVX has a 1-year max drawdown of -9.55%. There are 66 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | DTSVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | DTSVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | DTSVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | DTSVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | DTSVX vs SSCDX |
Other Mutual Funds from Wilshire Mutual Funds
The 6 most viewed Wilshire Mutual Funds mutual funds shown here include WFIVX, DTLVX, DTSGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 58 | 9.27% | — | Feb 1999 | DTSVX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 85 | 14.10% | — | Sep 1992 | DTSVX vs DTLVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 41 | 16.07% | — | Oct 1992 | DTSVX vs DTSGX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 15 | 2.54% | — | Sep 1992 | DTSVX vs DTLGX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 24 | -0.03% | — | Mar 2016 | DTSVX vs WIORX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 68 | 13.91% | — | Nov 2007 | DTSVX vs WLCTX |
Often Compared With DTSVX
Investors most often compare DTSVX with BOSOX, WEMMX, AZBIX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare DTSVX with Any Fund or Stock
Compare DTSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DTSVX with funds that move differently
Wilshire Small Company Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTSVX.
Explore DTSVX Diversifiers