HPI vs. JVMIX
Compare and contrast key facts about John Hancock Preferred Income Fund (HPI) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
HPI is managed by John Hancock. It was launched on Aug 27, 2002. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
HPI vs. JVMIX - Performance Comparison
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HPI vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HPI John Hancock Preferred Income Fund | -1.60% | 6.54% | 14.95% | 8.34% | -15.79% | 13.16% | -7.02% | 30.89% | -4.79% | 13.78% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | -0.62% | 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, HPI achieves a -1.60% return, which is significantly lower than JVMIX's -0.62% return. Over the past 10 years, HPI has underperformed JVMIX with an annualized return of 5.12%, while JVMIX has yielded a comparatively higher 9.92% annualized return.
HPI
- 1D
- 2.48%
- 1M
- -1.92%
- YTD
- -1.60%
- 6M
- -5.45%
- 1Y
- 3.58%
- 3Y*
- 8.87%
- 5Y*
- 3.10%
- 10Y*
- 5.12%
JVMIX
- 1D
- -0.66%
- 1M
- -8.11%
- YTD
- -0.62%
- 6M
- -1.21%
- 1Y
- 12.47%
- 3Y*
- 12.01%
- 5Y*
- 8.13%
- 10Y*
- 9.92%
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HPI vs. JVMIX - Expense Ratio Comparison
HPI has a 0.01% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
HPI vs. JVMIX — Risk / Return Rank
HPI
JVMIX
HPI vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Preferred Income Fund (HPI) 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.
| HPI | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.74 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.44 | 1.16 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.16 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.33 | 0.88 | -0.55 |
Martin ratioReturn relative to average drawdown | 0.91 | 3.65 | -2.74 |
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
| HPI | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.74 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.44 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.49 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.29 | -0.04 |
Correlation
The correlation between HPI and JVMIX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HPI vs. JVMIX - Dividend Comparison
HPI's dividend yield for the trailing twelve months is around 9.45%, more than JVMIX's 9.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HPI John Hancock Preferred Income Fund | 9.45% | 9.15% | 8.91% | 9.39% | 9.23% | 7.14% | 7.53% | 7.69% | 8.92% | 7.84% | 8.26% | 7.69% |
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.30% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
Drawdowns
HPI vs. JVMIX - Drawdown Comparison
The maximum HPI drawdown since its inception was -67.67%, roughly equal to the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for HPI and JVMIX.
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Drawdown Indicators
| HPI | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.67% | -67.04% | -0.63% |
Max Drawdown (1Y)Largest decline over 1 year | -10.02% | -13.22% | +3.20% |
Max Drawdown (5Y)Largest decline over 5 years | -30.10% | -21.13% | -8.97% |
Max Drawdown (10Y)Largest decline over 10 years | -57.99% | -42.64% | -15.35% |
Current DrawdownCurrent decline from peak | -7.10% | -8.57% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -8.49% | -13.43% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.20% | +0.48% |
Volatility
HPI vs. JVMIX - Volatility Comparison
John Hancock Preferred Income Fund (HPI) has a higher volatility of 5.36% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 3.86%. This indicates that HPI'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
| HPI | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 3.86% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 9.61% | -2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 18.06% | -5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.82% | 18.43% | -2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.32% | 20.31% | +4.01% |