John Hancock Variable Insurance Trust Mid Value Trust (JEMUX) belongs to the Mid 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 JEMUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JEMUX
JEMUX charges 0.93% annually. There are 60 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | JEMUX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | JEMUX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | JEMUX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | JEMUX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | JEMUX vs VMVIX |
Best Risk-Adjusted Alternatives to JEMUX
JEMUX has a PortfoliosLab risk / return rank of 74. There are 32 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 91 | — | Mar 2002 | JEMUX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | JEMUX vs NAMAX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | JEMUX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | — | Nov 2001 | JEMUX vs SMVTX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | JEMUX vs NCBVX |
Top Performing JEMUX Alternatives (YTD)
JEMUX is at 18.50% YTD. There are 33 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 25.93% | — | Dec 1983 | JEMUX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 25.89% | — | Jul 1995 | JEMUX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 25.73% | — | Sep 1996 | JEMUX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 25.56% | — | Aug 1986 | JEMUX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.23% | — | Aug 2001 | JEMUX vs FVCSX |
Lowest Volatility Alternatives to JEMUX
JEMUX has 15.27% 1-year volatility. There are 73 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.52% | 36.60B | Sep 2011 | JEMUX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.53% | — | Aug 2006 | JEMUX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.83% | 5.65B | Mar 2004 | JEMUX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.86% | — | Mar 2004 | JEMUX vs ACLAX | |
| American Century Mid Cap Value R6 | 11.88% | — | Jul 2013 | JEMUX vs AMDVX |
Lowest Drawdown Alternatives to JEMUX
JEMUX has a 1-year max drawdown of -9.60%. There are 65 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | JEMUX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | JEMUX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | JEMUX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | JEMUX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | JEMUX vs VMVAX |
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 | 10.21% | — | Oct 1992 | JEMUX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 94 | 5.77% | — | Jan 2009 | JEMUX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 29 | 11.32% | — | Jun 1997 | JEMUX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 64 | 10.69% | — | Nov 2012 | JEMUX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 11 | 6.07% | — | Dec 1989 | JEMUX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 18.41% | — | Jan 1997 | JEMUX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | 0.22% | — | Nov 1973 | JEMUX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 32 | 21.16% | — | May 2019 | JEMUX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 13 | 2.71% | — | Oct 1984 | JEMUX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 90 | 11.68% | — | Apr 2014 | JEMUX vs JAKVX |
Often Compared With JEMUX
Investors most often compare JEMUX with UMCVX, TGVOX, VVOIX. These 14 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare JEMUX with Any Fund or Stock
Compare JEMUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JEMUX with funds that move differently
John Hancock Variable Insurance Trust Mid Value Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JEMUX.
Explore JEMUX Diversifiers