John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) Alternatives
John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) 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 JVMRX. 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 JVMRX
JVMRX charges 0.74% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among JVMRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | JVMRX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JVMRX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | JVMRX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | JVMRX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | JVMRX vs VMVIX |
Best Risk-Adjusted Alternatives to JVMRX
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 | JVMRX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | Nov 30, 2001 | JVMRX vs SMVTX | |
| Invesco Value Opportunities Fund | 81 | Jun 25, 2001 | JVMRX vs VVOAX | |
| Delaware Opportunity Fund | 80 | Aug 24, 1992 | JVMRX vs FIUSX | |
| Invesco V.I. American Value Fund | 80 | Jan 1, 1997 | JVMRX vs UMCVX |
Top Performing JVMRX Alternatives (YTD)
JVMRX 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 | JVMRX vs SMVTX | |
| Delaware Opportunity Fund | 8.09% | Aug 24, 1992 | JVMRX vs FIUSX | |
| Touchstone Mid Cap Value Fund | 7.81% | Sep 30, 2009 | JVMRX vs TCVIX | |
| Ariel Focus Fund | 7.30% | Jun 30, 2005 | JVMRX vs ARFFX | |
| Columbia Select Mid Cap Value Fund | 7.05% | Nov 20, 2001 | JVMRX vs NAMAX |
Lowest Volatility Alternatives to JVMRX
JVMRX 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 | JVMRX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.59% | Jul 26, 2013 | JVMRX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.62% | Mar 31, 2004 | JVMRX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.62% | Mar 31, 2004 | JVMRX vs ACLAX | |
| Victory RS Value Fund | 16.29% | Jun 30, 1993 | JVMRX vs RSVAX |
Lowest Drawdown Alternatives to JVMRX
JVMRX 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 | JVMRX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | JVMRX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | JVMRX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | JVMRX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | JVMRX 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 | JVMRX vs SVBAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 39 | 1.16% | Jun 2, 1997 | JVMRX vs JVMIX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 85 | 2.52% | Jan 1, 2009 | JVMRX vs JAAAX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 53 | -4.42% | Nov 4, 2012 | JVMRX vs JFIVX | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 67 | 1.78% | Jan 2, 1997 | JVMRX vs JVLIX | |
| John Hancock Premium Dividend Fund | Dividend | 28 | 6.16% | Dec 14, 1989 | JVMRX vs PDT | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 39 | -0.65% | Nov 9, 1973 | JVMRX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 14 | -8.29% | Oct 1, 1984 | JVMRX vs TAGRX | |
| John Hancock Small Cap Core Fund | Small Cap Blend Equities | 15 | 0.37% | Dec 20, 2013 | JVMRX vs JCCIX | |
| John Hancock Funds II Blue Chip Growth Fund | Large Cap Growth Equities | 7 | -11.51% | Oct 14, 2005 | JVMRX vs JIBCX |
Often Compared With JVMRX
What investors most often compare with JVMRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | JVMRX vs SCHD | |
| Clarkston Founders Fund | Mid Cap Value Equities | 8 | -4.82% | Jan 31, 2017 | JVMRX vs CIMDX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 77 | 6.06% | Mar 23, 2005 | JVMRX vs VVOIX |
Compare JVMRX with Any Fund or Stock
Compare JVMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.