John Hancock Disciplined Value Fund (JDVWX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JDVWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JDVWX
JDVWX charges 0.60% annually. There are 81 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | JDVWX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | JDVWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | JDVWX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | JDVWX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | JDVWX vs VVIAX |
Best Risk-Adjusted Alternatives to JDVWX
JDVWX has a PortfoliosLab risk / return rank of 82. There are 57 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | JDVWX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | JDVWX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | JDVWX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | JDVWX vs FSWCX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | JDVWX vs PKAIX |
Top Performing JDVWX Alternatives (YTD)
JDVWX is at 15.52% YTD. There are 27 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | JDVWX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | JDVWX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | JDVWX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | JDVWX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | JDVWX vs PXTIX |
Lowest Volatility Alternatives to JDVWX
JDVWX has 12.28% 1-year volatility. There are 253 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | JDVWX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | JDVWX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | JDVWX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | JDVWX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | JDVWX vs FLCCX |
Lowest Drawdown Alternatives to JDVWX
JDVWX has a 1-year max drawdown of -7.92%. There are 213 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | JDVWX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | JDVWX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | JDVWX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | JDVWX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | JDVWX vs SVAIX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JVMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 91 | 10.58% | — | Oct 1992 | JDVWX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.37% | — | Jan 2009 | JDVWX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 24 | 7.14% | — | Jun 1997 | JDVWX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | JDVWX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 3.84% | — | Dec 1989 | JDVWX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 84 | 16.63% | — | Jan 1997 | JDVWX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 26 | 0.39% | — | Nov 1973 | JDVWX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | JDVWX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 18 | 3.25% | — | Oct 1984 | JDVWX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 38 | 19.09% | — | Dec 2013 | JDVWX vs JCCIX |
Often Compared With JDVWX
Investors most often compare JDVWX with JEEIX, TWEIX, AVERX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JDVWX with Any Fund or Stock
Compare JDVWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JDVWX with funds that move differently
John Hancock Disciplined Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JDVWX.
Explore JDVWX Diversifiers