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 150 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 Plus S... | 0.03% | — | Dec 2010 | DTSVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | DTSVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | DTSVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | DTSVX vs VSMAX |
Best Risk-Adjusted Alternatives to DTSVX
DTSVX has a PortfoliosLab risk / return rank of 70. There are 56 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | DTSVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | DTSVX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | DTSVX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | DTSVX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | DTSVX vs RYOTX |
Top Performing DTSVX Alternatives (YTD)
DTSVX is at 19.64% YTD. There are 84 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | DTSVX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | DTSVX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | DTSVX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | DTSVX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | DTSVX vs WWSIX |
Lowest Volatility Alternatives to DTSVX
DTSVX has 18.12% 1-year volatility. There are 85 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | DTSVX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | DTSVX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | DTSVX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | DTSVX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | DTSVX vs BOSOX |
Lowest Drawdown Alternatives to DTSVX
DTSVX has a 1-year max drawdown of -9.55%. There are 65 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% | 2.90B | Apr 2006 | DTSVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | 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, DTLGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 61 | 10.24% | — | Feb 1999 | DTSVX vs WFIVX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 55 | 8.56% | — | Sep 1992 | DTSVX vs DTLVX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 26 | 7.57% | — | Sep 1992 | DTSVX vs DTLGX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 45 | 20.50% | — | Oct 1992 | DTSVX vs DTSGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 61 | 15.24% | — | Nov 2007 | DTSVX vs WLCTX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 28 | 0.43% | — | Mar 2016 | DTSVX vs WIORX |
Often Compared With DTSVX
Investors most often compare DTSVX with AUERX, NINLX, PRSVX. These 11 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