FSMAX vs. JVMIX
Compare and contrast key facts about Fidelity Extended Market Index Fund (FSMAX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
FSMAX is managed by Fidelity. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
FSMAX vs. JVMIX - Performance Comparison
Loading graphics...
FSMAX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSMAX Fidelity Extended Market Index Fund | -1.26% | 11.40% | 16.99% | 25.36% | -26.44% | 12.41% | 32.28% | 28.01% | -9.44% | 18.04% |
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, FSMAX achieves a -1.26% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, FSMAX has outperformed JVMIX with an annualized return of 10.91%, while JVMIX has yielded a comparatively lower 10.12% annualized return.
FSMAX
- 1D
- 3.43%
- 1M
- -5.35%
- YTD
- -1.26%
- 6M
- -1.38%
- 1Y
- 20.12%
- 3Y*
- 15.07%
- 5Y*
- 4.00%
- 10Y*
- 10.91%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSMAX vs. JVMIX - Expense Ratio Comparison
FSMAX has a 0.04% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
FSMAX vs. JVMIX — Risk / Return Rank
FSMAX
JVMIX
FSMAX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Extended Market Index Fund (FSMAX) 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.
| FSMAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.80 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.25 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.16 | +0.23 |
Martin ratioReturn relative to average drawdown | 5.70 | 4.73 | +0.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSMAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.80 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.45 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.50 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.29 | +0.13 |
Correlation
The correlation between FSMAX and JVMIX is 0.89, 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
FSMAX vs. JVMIX - Dividend Comparison
FSMAX's dividend yield for the trailing twelve months is around 0.58%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMAX Fidelity Extended Market Index Fund | 0.58% | 0.57% | 0.48% | 1.17% | 1.90% | 7.49% | 2.14% | 4.30% | 6.09% | 5.44% | 4.85% | 6.34% |
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
FSMAX vs. JVMIX - Drawdown Comparison
The maximum FSMAX drawdown since its inception was -50.55%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for FSMAX and JVMIX.
Loading graphics...
Drawdown Indicators
| FSMAX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.55% | -67.04% | +16.49% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -13.22% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -36.31% | -21.13% | -15.18% |
Max Drawdown (10Y)Largest decline over 10 years | -50.55% | -42.64% | -7.91% |
Current DrawdownCurrent decline from peak | -7.18% | -6.93% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -12.29% | -13.43% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.23% | +0.34% |
Volatility
FSMAX vs. JVMIX - Volatility Comparison
Fidelity Extended Market Index Fund (FSMAX) has a higher volatility of 7.01% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that FSMAX'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.
Loading graphics...
Volatility by Period
| FSMAX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 4.40% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.51% | 9.77% | +3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.00% | 18.11% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 18.44% | +3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.21% | 20.31% | +9.90% |