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 77 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | JDVWX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | JDVWX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | JDVWX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | JDVWX vs VVIAX |
Best Risk-Adjusted Alternatives to JDVWX
JDVWX has a PortfoliosLab risk / return rank of 85. There are 81 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 | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | JDVWX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | JDVWX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | JDVWX vs AVLVX |
Top Performing JDVWX Alternatives (YTD)
JDVWX is at 18.79% YTD. There are 29 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | JDVWX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | JDVWX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | JDVWX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | JDVWX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | JDVWX vs YAFFX |
Lowest Volatility Alternatives to JDVWX
JDVWX has 13.07% 1-year volatility. There are 275 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | JDVWX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | JDVWX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | JDVWX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | JDVWX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | JDVWX vs TMMAX |
Lowest Drawdown Alternatives to JDVWX
JDVWX has a 1-year max drawdown of -7.92%. There are 210 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | JDVWX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | JDVWX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | JDVWX vs BUFBX | |
| 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 | 87 | 10.24% | — | Oct 1992 | JDVWX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.95% | — | Jan 2009 | JDVWX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.79% | — | Jun 1997 | JDVWX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 11.16% | — | Nov 2012 | JDVWX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.30% | — | Dec 1989 | JDVWX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 85 | 18.73% | — | Jan 1997 | JDVWX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 21 | 0.08% | — | Nov 1973 | JDVWX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 34 | 21.09% | — | May 2019 | JDVWX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 3.03% | — | Oct 1984 | JDVWX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 91 | 11.68% | — | Apr 2014 | JDVWX vs JAKVX |
Often Compared With JDVWX
Investors most often compare JDVWX with ACIIX, THPGX, JEEIX. These 20 comparison targets span 7 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