FSMDX vs. JVMIX
Compare and contrast key facts about Fidelity Mid Cap Index Fund (FSMDX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
FSMDX is managed by Fidelity. It was launched on Sep 8, 2011. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
FSMDX vs. JVMIX - Performance Comparison
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FSMDX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSMDX Fidelity Mid Cap Index Fund | 1.30% | 10.58% | 15.55% | 17.20% | -17.27% | 22.56% | 17.13% | 30.53% | -9.38% | 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, FSMDX achieves a 1.30% return, which is significantly higher than JVMIX's 1.16% return. Over the past 10 years, FSMDX has outperformed JVMIX with an annualized return of 10.81%, while JVMIX has yielded a comparatively lower 10.12% annualized return.
FSMDX
- 1D
- 2.63%
- 1M
- -5.55%
- YTD
- 1.30%
- 6M
- 1.49%
- 1Y
- 15.54%
- 3Y*
- 13.39%
- 5Y*
- 6.99%
- 10Y*
- 10.81%
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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FSMDX vs. JVMIX - Expense Ratio Comparison
FSMDX has a 0.03% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
FSMDX vs. JVMIX — Risk / Return Rank
FSMDX
JVMIX
FSMDX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Index Fund (FSMDX) 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.
| FSMDX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.80 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.25 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.16 | +0.08 |
Martin ratioReturn relative to average drawdown | 5.73 | 4.73 | +1.00 |
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
| FSMDX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.80 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.45 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.50 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.29 | +0.36 |
Correlation
The correlation between FSMDX and JVMIX is 0.95, 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
FSMDX vs. JVMIX - Dividend Comparison
FSMDX's dividend yield for the trailing twelve months is around 1.09%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSMDX Fidelity Mid Cap Index Fund | 1.09% | 1.10% | 2.46% | 1.39% | 2.07% | 3.35% | 2.34% | 2.86% | 2.21% | 2.17% | 2.23% | 2.84% |
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
FSMDX vs. JVMIX - Drawdown Comparison
The maximum FSMDX drawdown since its inception was -40.35%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for FSMDX and JVMIX.
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Drawdown Indicators
| FSMDX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.35% | -67.04% | +26.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.42% | -13.22% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -26.07% | -21.13% | -4.94% |
Max Drawdown (10Y)Largest decline over 10 years | -40.35% | -42.64% | +2.29% |
Current DrawdownCurrent decline from peak | -5.74% | -6.93% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -5.00% | -13.43% | +8.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.23% | -0.34% |
Volatility
FSMDX vs. JVMIX - Volatility Comparison
Fidelity Mid Cap Index Fund (FSMDX) has a higher volatility of 5.58% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that FSMDX'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
| FSMDX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.40% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 9.77% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.10% | 18.11% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.27% | 18.44% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.30% | 20.31% | -1.01% |