BBVSX vs. JVMIX
Compare and contrast key facts about Bridge Builder Small/Mid Cap Value Fund (BBVSX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
BBVSX is managed by Bridge Builder. It was launched on Apr 27, 2015. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBVSX or JVMIX.
Correlation
The correlation between BBVSX and JVMIX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BBVSX vs. JVMIX - Performance Comparison
Key characteristics
BBVSX:
0.40
JVMIX:
0.08
BBVSX:
0.66
JVMIX:
0.20
BBVSX:
1.08
JVMIX:
1.03
BBVSX:
0.44
JVMIX:
0.07
BBVSX:
1.18
JVMIX:
0.19
BBVSX:
5.43%
JVMIX:
6.38%
BBVSX:
16.02%
JVMIX:
15.83%
BBVSX:
-43.42%
JVMIX:
-66.36%
BBVSX:
-11.34%
JVMIX:
-13.30%
Returns By Period
In the year-to-date period, BBVSX achieves a 2.46% return, which is significantly lower than JVMIX's 3.86% return.
BBVSX
2.46%
-2.35%
-0.71%
6.76%
4.67%
N/A
JVMIX
3.86%
-1.20%
-5.07%
1.08%
5.37%
3.76%
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BBVSX vs. JVMIX - Expense Ratio Comparison
BBVSX has a 0.41% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Risk-Adjusted Performance
BBVSX vs. JVMIX — Risk-Adjusted Performance Rank
BBVSX
JVMIX
BBVSX vs. JVMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Small/Mid Cap Value Fund (BBVSX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BBVSX vs. JVMIX - Dividend Comparison
BBVSX's dividend yield for the trailing twelve months is around 1.32%, more than JVMIX's 0.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 1.32% | 1.35% | 1.42% | 1.20% | 1.05% | 1.19% | 2.39% | 1.41% | 1.13% | 0.83% | 0.60% | 0.00% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 0.88% | 0.91% | 0.95% | 1.03% | 0.51% | 0.80% | 0.86% | 1.04% | 0.52% | 0.91% | 0.61% | 0.53% |
Drawdowns
BBVSX vs. JVMIX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum JVMIX drawdown of -66.36%. Use the drawdown chart below to compare losses from any high point for BBVSX and JVMIX. For additional features, visit the drawdowns tool.
Volatility
BBVSX vs. JVMIX - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 3.11% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 2.42%. This indicates that BBVSX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.