John Hancock Classic Value Fund (PZFVX) 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 PZFVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PZFVX
PZFVX charges 1.12% annually. There are 271 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 | PZFVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PZFVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PZFVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PZFVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PZFVX vs VVIAX |
Best Risk-Adjusted Alternatives to PZFVX
PZFVX has a PortfoliosLab risk / return rank of 24. There are 293 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | PZFVX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | PZFVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | PZFVX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | PZFVX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | PZFVX vs PKAIX |
Top Performing PZFVX Alternatives (YTD)
PZFVX is at 10.32% YTD. There are 219 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | PZFVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | PZFVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | PZFVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | PZFVX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | PZFVX vs NFJEX |
Lowest Volatility Alternatives to PZFVX
PZFVX has 15.97% 1-year volatility. There are 311 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PZFVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | PZFVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | PZFVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | PZFVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | PZFVX vs TMMAX |
Lowest Drawdown Alternatives to PZFVX
PZFVX has a 1-year max drawdown of -11.92%. There are 308 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PZFVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PZFVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PZFVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PZFVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PZFVX 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 | 88 | 10.35% | — | Oct 1992 | PZFVX vs SVBAX | |
| John Hancock Funds Alternative Asset Allocation Fu... | Multistrategy | 95 | 6.01% | — | Jan 2009 | PZFVX vs JAAAX | |
| John Hancock Funds Disciplined Value Mid Cap Fund ... | Mid Cap Value Equities | 36 | 11.43% | — | Jun 1997 | PZFVX vs JVMIX | |
| John Hancock Variable Insurance Trust 500 Index Tr... | Large Cap Blend Equities | 67 | 11.13% | — | Nov 2012 | PZFVX vs JFIVX | |
| John Hancock Premium Dividend Fund | Dividend | 14 | 6.96% | — | Dec 1989 | PZFVX vs PDT | |
| John Hancock Funds Disciplined Value Fund | Large Cap Value Equities | 88 | 18.41% | — | Jan 1997 | PZFVX vs JVLIX | |
| John Hancock Bond Fund | Intermediate Core-Plus Bond | 28 | 0.15% | — | Nov 1973 | PZFVX vs JHNBX | |
| John Hancock International Dynamic Growth Fund | Foreign Large Cap Equities | 30 | 19.12% | — | May 2019 | PZFVX vs JIJIX | |
| John Hancock Fundamental Large Cap Core Fund | Large Cap Blend Equities | 16 | 3.45% | — | Oct 1984 | PZFVX vs TAGRX | |
| John Hancock Disciplined Value Global Long/Short F... | Long-Short | 89 | 11.37% | — | Apr 2014 | PZFVX vs JAKVX |
Often Compared With PZFVX
Investors most often compare PZFVX with ^GSPC, IVV, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PZFVX with Any Fund or Stock
Compare PZFVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PZFVX with funds that move differently
John Hancock Classic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PZFVX.
Explore PZFVX Diversifiers