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.
Performance
BBVSX vs. JVMIX - Performance Comparison
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BBVSX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 2.45% | -2.25% | 10.61% | 15.05% | -9.75% | 28.14% | 6.07% | 28.04% | -14.47% | 12.65% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
Returns By Period
In the year-to-date period, BBVSX achieves a 2.45% return, which is significantly higher than JVMIX's 1.16% return. Over the past 10 years, BBVSX has underperformed JVMIX with an annualized return of 8.41%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
BBVSX
- 1D
- 2.45%
- 1M
- -5.95%
- YTD
- 2.45%
- 6M
- -7.12%
- 1Y
- 4.10%
- 3Y*
- 8.01%
- 5Y*
- 4.76%
- 10Y*
- 8.41%
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
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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.
Return for Risk
BBVSX vs. JVMIX — Risk / Return Rank
BBVSX
JVMIX
BBVSX vs. JVMIX - Risk-Adjusted Trends 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.
| BBVSX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.21 | 0.80 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.25 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.17 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.16 | -0.93 |
Martin ratioReturn relative to average drawdown | 0.58 | 4.73 | -4.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBVSX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 0.80 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.45 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.50 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.29 | +0.05 |
Correlation
The correlation between BBVSX and JVMIX is 0.96, 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.
Dividends
BBVSX vs. JVMIX - Dividend Comparison
BBVSX has not paid dividends to shareholders, while JVMIX's dividend yield for the trailing twelve months is around 9.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBVSX Bridge Builder Small/Mid Cap Value Fund | 0.00% | 0.00% | 6.75% | 3.88% | 7.57% | 10.92% | 2.38% | 1.32% | 5.03% | 1.18% | 0.82% | 0.68% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
BBVSX vs. JVMIX - Drawdown Comparison
The maximum BBVSX drawdown since its inception was -43.42%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for BBVSX and JVMIX.
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Drawdown Indicators
| BBVSX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.42% | -67.04% | +23.62% |
Max Drawdown (1Y)Largest decline over 1 year | -13.52% | -13.22% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -23.25% | -21.13% | -2.12% |
Max Drawdown (10Y)Largest decline over 10 years | -43.42% | -42.64% | -0.78% |
Current DrawdownCurrent decline from peak | -10.79% | -6.93% | -3.86% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -13.43% | +7.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.34% | 3.23% | +2.11% |
Volatility
BBVSX vs. JVMIX - Volatility Comparison
Bridge Builder Small/Mid Cap Value Fund (BBVSX) has a higher volatility of 5.67% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. 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.
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Volatility by Period
| BBVSX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.67% | 4.40% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 9.77% | +4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 18.11% | +3.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 18.44% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 20.31% | +0.67% |