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 a closer substitute for your current allocation.
Cheapest Alternatives to JVMRX
JVMRX charges 0.74% annually. There are 25 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 | JVMRX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | JVMRX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | JVMRX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | JVMRX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | JVMRX vs VMVIX |
Best Risk-Adjusted Alternatives to JVMRX
JVMRX has a PortfoliosLab risk / return rank of 49. There are 84 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 | JVMRX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | JVMRX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | JVMRX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | JVMRX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | JVMRX vs FASOX |
Top Performing JVMRX Alternatives (YTD)
JVMRX is at 14.28% YTD. There are 77 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | JVMRX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | JVMRX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | JVMRX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | JVMRX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | JVMRX vs FVCSX |
Lowest Volatility Alternatives to JVMRX
JVMRX has 12.99% 1-year volatility. There are 25 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | JVMRX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | JVMRX vs VMVIX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | JVMRX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | JVMRX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | JVMRX vs ACLAX |
Lowest Drawdown Alternatives to JVMRX
JVMRX has a 1-year max drawdown of -8.61%. There are 39 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 | JVMRX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | JVMRX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | JVMRX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | JVMRX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | JVMRX vs HAMVX |
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 | 86 | 9.73% | — | Oct 1992 | JVMRX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 96 | 6.31% | — | Jan 2009 | JVMRX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 54 | 14.20% | — | Jun 1997 | JVMRX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 60 | 9.15% | — | Nov 2012 | JVMRX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.22% | — | Dec 1989 | JVMRX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 86 | 17.35% | — | Jan 1997 | JVMRX vs JVLIX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 26 | 12.26% | — | May 2019 | JVMRX vs JIJIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 22 | -0.74% | — | Nov 1973 | JVMRX vs JHNBX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 1.91% | — | Oct 1984 | JVMRX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 94 | 12.74% | — | Apr 2014 | JVMRX vs JAKVX |
Often Compared With JVMRX
Investors most often compare JVMRX with CIMDX, AMDVX, TCVIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare JVMRX with Any Fund or Stock
Compare JVMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JVMRX with funds that move differently
John Hancock Disciplined Value Mid Cap Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JVMRX.
Explore JVMRX Diversifiers