Wilshire Small Company Value Portfolio (DTSVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DTSVX
DTSVX charges 1.35% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among DTSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | DTSVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | DTSVX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | DTSVX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | DTSVX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | DTSVX vs TISBX |
Best Risk-Adjusted Alternatives to DTSVX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | DTSVX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | DTSVX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | DTSVX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | DTSVX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | DTSVX vs PRSVX |
Top Performing DTSVX Alternatives (YTD)
DTSVX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | DTSVX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | DTSVX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | DTSVX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | DTSVX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | DTSVX vs RIVSX |
Lowest Volatility Alternatives to DTSVX
DTSVX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | DTSVX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | DTSVX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | DTSVX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | DTSVX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | DTSVX vs CSMDX |
Lowest Drawdown Alternatives to DTSVX
DTSVX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | DTSVX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | DTSVX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | DTSVX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | DTSVX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | DTSVX vs BOSOX |
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 | DTSVX vs WFIVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 23 | -6.45% | Oct 1, 1992 | DTSVX vs DTSGX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 31 | -13.65% | Sep 30, 1992 | DTSVX vs DTLGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 79 | -0.50% | Nov 16, 2007 | DTSVX vs WLCTX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 38 | -1.98% | Sep 30, 1992 | DTSVX vs DTLVX | |
| Wilshire Income Opportunities Fund | Multisector Bonds | 74 | -0.88% | Mar 29, 2016 | DTSVX vs WIORX |
Compare DTSVX with Any Fund or Stock
Compare DTSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.