John Hancock Funds Disciplined Value Fund (JVLIX) 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 JVLIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JVLIX
JVLIX charges 0.76% annually. There are 160 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 | JVLIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | JVLIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | JVLIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | JVLIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | JVLIX vs VVIAX |
Best Risk-Adjusted Alternatives to JVLIX
JVLIX has a PortfoliosLab risk / return rank of 84. There are 46 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 | JVLIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | JVLIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | JVLIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | JVLIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | JVLIX vs SABTX |
Top Performing JVLIX Alternatives (YTD)
JVLIX is at 16.63% YTD. There are 20 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 | JVLIX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | JVLIX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | JVLIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | JVLIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | JVLIX vs PXTIX |
Lowest Volatility Alternatives to JVLIX
JVLIX has 12.27% 1-year volatility. There are 251 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 | JVLIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | JVLIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | JVLIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | JVLIX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | JVLIX vs FLCCX |
Lowest Drawdown Alternatives to JVLIX
JVLIX has a 1-year max drawdown of -7.95%. There are 217 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 | JVLIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | JVLIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | JVLIX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | JVLIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | JVLIX 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 | JVLIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.37% | — | Jan 2009 | JVLIX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 24 | 7.14% | — | Jun 1997 | JVLIX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 73 | 11.56% | — | Nov 2012 | JVLIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 7 | 3.84% | — | Dec 1989 | JVLIX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 26 | 0.39% | — | Nov 1973 | JVLIX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 37 | 26.05% | — | May 2019 | JVLIX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 18 | 3.25% | — | Oct 1984 | JVLIX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 38 | 19.09% | — | Dec 2013 | JVLIX vs JCCIX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 13.49% | — | Apr 2014 | JVLIX vs JAKVX |
Often Compared With JVLIX
Investors most often compare JVLIX with VTI, IVE, VFIAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare JVLIX with Any Fund or Stock
Compare JVLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JVLIX with funds that move differently
John Hancock Funds Disciplined Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JVLIX.
Explore JVLIX Diversifiers