John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) 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 JVMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JVMIX
JVMIX charges 0.87% annually. There are 48 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 | JVMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | JVMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | JVMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | JVMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | JVMIX vs VMVIX |
Best Risk-Adjusted Alternatives to JVMIX
JVMIX has a PortfoliosLab risk / return rank of 47. There are 78 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | JVMIX vs HNMVX | |
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | JVMIX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | JVMIX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | JVMIX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 92 | — | Jul 1995 | JVMIX vs FASOX |
Top Performing JVMIX Alternatives (YTD)
JVMIX is at 14.27% YTD. There are 79 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 28.77% | — | Dec 1983 | JVMIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 28.73% | — | Jul 1995 | JVMIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.54% | — | Sep 1996 | JVMIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.35% | — | Aug 1986 | JVMIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 27.96% | — | Aug 2001 | JVMIX vs FVCSX |
Lowest Volatility Alternatives to JVMIX
JVMIX has 12.96% 1-year volatility. There are 24 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.35% | 37.20B | Sep 2011 | JVMIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.36% | — | Aug 2006 | JVMIX vs VMVIX | |
| Principal MidCap Value Fund I | 11.76% | — | Dec 2003 | JVMIX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | JVMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.79% | — | Mar 2004 | JVMIX vs ACLAX |
Lowest Drawdown Alternatives to JVMIX
JVMIX has a 1-year max drawdown of -8.57%. There are 38 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 | JVMIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | JVMIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | JVMIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | JVMIX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | JVMIX vs HNMVX |
Other Mutual Funds from John Hancock
The 10 most viewed John Hancock mutual funds shown here include SVBAX, JAAAX, JFIVX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 87 | 10.52% | — | Oct 1992 | JVMIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.61% | — | Jan 2009 | JVMIX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 57 | 9.92% | — | Nov 2012 | JVMIX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 12 | 6.22% | — | Dec 1989 | JVMIX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 88 | 18.28% | — | Jan 1997 | JVMIX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 23 | 12.83% | — | May 2019 | JVMIX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 15 | -0.97% | — | Nov 1973 | JVMIX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 19 | 3.69% | — | Oct 1984 | JVMIX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.87% | — | Apr 2014 | JVMIX vs JAKVX | |
| JHancock Infrastructure Fund | Infrastructure Equities, Energy Equities | 80 | 12.37% | — | Dec 2013 | JVMIX vs JEEIX |
Often Compared With JVMIX
Investors most often compare JVMIX with FSMDX, WFMIX, VIMAX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare JVMIX with Any Fund or Stock
Compare JVMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JVMIX with funds that move differently
John Hancock Funds Disciplined Value Mid Cap Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JVMIX.
Explore JVMIX Diversifiers