John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JVMIX
JVMIX charges 0.87% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among JVMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | JVMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JVMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | JVMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | JVMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | JVMIX vs VMVIX |
Best Risk-Adjusted Alternatives to JVMIX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 87 | Jun 30, 2005 | JVMIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | Nov 30, 2001 | JVMIX vs SMVTX | |
| Invesco Value Opportunities Fund | 81 | Jun 25, 2001 | JVMIX vs VVOAX | |
| Delaware Opportunity Fund | 80 | Aug 24, 1992 | JVMIX vs FIUSX | |
| Invesco V.I. American Value Fund | 80 | Jan 1, 1997 | JVMIX vs UMCVX |
Top Performing JVMIX Alternatives (YTD)
JVMIX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 9.20% | Nov 30, 2001 | JVMIX vs SMVTX | |
| Delaware Opportunity Fund | 8.09% | Aug 24, 1992 | JVMIX vs FIUSX | |
| Touchstone Mid Cap Value Fund | 7.81% | Sep 30, 2009 | JVMIX vs TCVIX | |
| Ariel Focus Fund | 7.30% | Jun 30, 2005 | JVMIX vs ARFFX | |
| Columbia Select Mid Cap Value Fund | 7.05% | Nov 20, 2001 | JVMIX vs NAMAX |
Lowest Volatility Alternatives to JVMIX
JVMIX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | JVMIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.59% | Jul 26, 2013 | JVMIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.62% | Mar 31, 2004 | JVMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.62% | Mar 31, 2004 | JVMIX vs ACLAX | |
| Victory RS Value Fund | 16.29% | Jun 30, 1993 | JVMIX vs RSVAX |
Lowest Drawdown Alternatives to JVMIX
JVMIX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | JVMIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | JVMIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | JVMIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | JVMIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | JVMIX vs CISMX |
Other Mutual Funds from John Hancock
Most popular John Hancock mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| John Hancock Balanced Fund | Diversified Portfolio | 85 | -0.63% | Oct 4, 1992 | JVMIX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 85 | 2.52% | Jan 1, 2009 | JVMIX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 53 | -4.42% | Nov 4, 2012 | JVMIX vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 67 | 1.78% | Jan 2, 1997 | JVMIX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 28 | 6.16% | Dec 14, 1989 | JVMIX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 39 | -0.65% | Nov 9, 1973 | JVMIX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 14 | -8.29% | Oct 1, 1984 | JVMIX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 15 | 0.37% | Dec 20, 2013 | JVMIX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 7 | -11.51% | Oct 14, 2005 | JVMIX vs JIBCX | |
| John Hancock Funds Fundamental All Cap Core Fund | Large Cap Blend Equities | 11 | -8.68% | Jun 1, 2011 | JVMIX vs JFCIX |
Often Compared With JVMIX
What investors most often compare with JVMIX, 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.