JFCIX vs. JVMIX
Compare and contrast key facts about John Hancock Funds Fundamental All Cap Core Fund (JFCIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JFCIX is managed by John Hancock. It was launched on Jun 1, 2011. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JFCIX vs. JVMIX - Performance Comparison
Loading graphics...
JFCIX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | -8.68% | 4.83% | 23.65% | 34.78% | -23.41% | 30.12% | 27.76% | 36.36% | -14.37% | 27.39% |
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, JFCIX achieves a -8.68% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, JFCIX has outperformed JVMIX with an annualized return of 13.14%, while JVMIX has yielded a comparatively lower 10.12% annualized return.
JFCIX
- 1D
- 2.77%
- 1M
- -5.36%
- YTD
- -8.68%
- 6M
- -8.66%
- 1Y
- 5.50%
- 3Y*
- 11.95%
- 5Y*
- 7.53%
- 10Y*
- 13.14%
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.
JFCIX vs. JVMIX - Expense Ratio Comparison
JFCIX has a 0.83% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JFCIX vs. JVMIX — Risk / Return Rank
JFCIX
JVMIX
JFCIX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Fundamental All Cap Core Fund (JFCIX) 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.
| JFCIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.80 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.56 | 1.25 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.17 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.42 | 1.16 | -0.74 |
Martin ratioReturn relative to average drawdown | 1.35 | 4.73 | -3.38 |
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
| JFCIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.80 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.45 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.50 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.29 | +0.33 |
Correlation
The correlation between JFCIX and JVMIX is 0.87, 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
JFCIX vs. JVMIX - Dividend Comparison
JFCIX's dividend yield for the trailing twelve months is around 11.72%, more than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFCIX John Hancock Funds Fundamental All Cap Core Fund | 11.72% | 10.70% | 0.30% | 0.36% | 5.05% | 3.35% | 2.95% | 0.16% | 9.75% | 5.97% | 0.41% | 5.36% |
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
JFCIX vs. JVMIX - Drawdown Comparison
The maximum JFCIX drawdown since its inception was -37.06%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JFCIX and JVMIX.
Loading graphics...
Drawdown Indicators
| JFCIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.06% | -67.04% | +29.98% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -13.22% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -28.39% | -21.13% | -7.26% |
Max Drawdown (10Y)Largest decline over 10 years | -37.06% | -42.64% | +5.58% |
Current DrawdownCurrent decline from peak | -11.70% | -6.93% | -4.77% |
Average DrawdownAverage peak-to-trough decline | -5.60% | -13.43% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 3.23% | +1.13% |
Volatility
JFCIX vs. JVMIX - Volatility Comparison
John Hancock Funds Fundamental All Cap Core Fund (JFCIX) has a higher volatility of 5.44% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JFCIX'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
| JFCIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 4.40% | +1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 9.77% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.97% | 18.11% | +1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 18.44% | +1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 20.31% | +0.34% |