JCCIX vs. JVMIX
Compare and contrast key facts about John Hancock Small Cap Core Fund (JCCIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JCCIX is managed by John Hancock. It was launched on Dec 20, 2013. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JCCIX vs. JVMIX - Performance Comparison
Loading graphics...
JCCIX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCCIX John Hancock Small Cap Core Fund | 0.37% | -1.90% | 10.62% | 16.52% | -19.09% | 24.10% | 25.99% | 26.79% | -18.28% | 16.04% |
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, JCCIX achieves a 0.37% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, JCCIX has underperformed JVMIX with an annualized return of 9.14%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
JCCIX
- 1D
- 2.86%
- 1M
- -7.06%
- YTD
- 0.37%
- 6M
- 2.40%
- 1Y
- 8.65%
- 3Y*
- 6.10%
- 5Y*
- 1.15%
- 10Y*
- 9.14%
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.
JCCIX vs. JVMIX - Expense Ratio Comparison
JCCIX has a 0.98% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
JCCIX vs. JVMIX — Risk / Return Rank
JCCIX
JVMIX
JCCIX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Small Cap Core Fund (JCCIX) 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.
| JCCIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.80 | -0.41 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.25 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.17 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.16 | -0.56 |
Martin ratioReturn relative to average drawdown | 2.13 | 4.73 | -2.60 |
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
| JCCIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.80 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.45 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.50 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.29 | +0.07 |
Correlation
The correlation between JCCIX 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
JCCIX vs. JVMIX - Dividend Comparison
JCCIX's dividend yield for the trailing twelve months is around 4.51%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCCIX John Hancock Small Cap Core Fund | 4.51% | 4.53% | 0.96% | 0.83% | 0.99% | 12.20% | 1.43% | 0.00% | 5.55% | 11.90% | 0.73% | 1.07% |
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
JCCIX vs. JVMIX - Drawdown Comparison
The maximum JCCIX drawdown since its inception was -38.69%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JCCIX and JVMIX.
Loading graphics...
Drawdown Indicators
| JCCIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.69% | -67.04% | +28.35% |
Max Drawdown (1Y)Largest decline over 1 year | -15.22% | -13.22% | -2.00% |
Max Drawdown (5Y)Largest decline over 5 years | -27.47% | -21.13% | -6.34% |
Max Drawdown (10Y)Largest decline over 10 years | -38.69% | -42.64% | +3.95% |
Current DrawdownCurrent decline from peak | -8.57% | -6.93% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -13.43% | +5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.23% | 3.23% | +1.00% |
Volatility
JCCIX vs. JVMIX - Volatility Comparison
John Hancock Small Cap Core Fund (JCCIX) has a higher volatility of 6.87% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JCCIX'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
| JCCIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 4.40% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 9.77% | +3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.88% | 18.11% | +5.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 18.44% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 20.31% | +1.12% |