JHFIX vs. JVMIX
Compare and contrast key facts about John Hancock Income Fund (JHFIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JHFIX is managed by John Hancock. It was launched on Aug 17, 1986. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JHFIX vs. JVMIX - Performance Comparison
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JHFIX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JHFIX John Hancock Income Fund | -0.99% | 6.83% | 2.11% | 6.14% | -10.83% | -0.45% | 7.25% | 10.34% | -2.99% | 4.01% |
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, JHFIX achieves a -0.99% return, which is significantly lower than JVMIX's -0.62% return. Over the past 10 years, JHFIX has underperformed JVMIX with an annualized return of 2.06%, while JVMIX has yielded a comparatively higher 9.92% annualized return.
JHFIX
- 1D
- 0.17%
- 1M
- -2.98%
- YTD
- -0.99%
- 6M
- -0.27%
- 1Y
- 4.31%
- 3Y*
- 3.59%
- 5Y*
- 0.68%
- 10Y*
- 2.06%
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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JHFIX vs. JVMIX - Expense Ratio Comparison
JHFIX has a 0.80% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JHFIX vs. JVMIX — Risk / Return Rank
JHFIX
JVMIX
JHFIX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Income Fund (JHFIX) 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.
| JHFIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 0.74 | +0.80 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.16 | +1.04 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.16 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 0.88 | +0.73 |
Martin ratioReturn relative to average drawdown | 6.85 | 3.65 | +3.20 |
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
| JHFIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.74 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.44 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.49 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.19 | 0.29 | +0.90 |
Correlation
The correlation between JHFIX and JVMIX is 0.22, 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
JHFIX vs. JVMIX - Dividend Comparison
JHFIX's dividend yield for the trailing twelve months is around 3.93%, less than JVMIX's 9.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHFIX John Hancock Income Fund | 3.93% | 4.19% | 3.29% | 2.46% | 2.86% | 3.03% | 2.37% | 2.76% | 3.29% | 3.00% | 2.89% | 3.46% |
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
JHFIX vs. JVMIX - Drawdown Comparison
The maximum JHFIX drawdown since its inception was -29.41%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JHFIX and JVMIX.
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Drawdown Indicators
| JHFIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.41% | -67.04% | +37.63% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -13.22% | +10.08% |
Max Drawdown (5Y)Largest decline over 5 years | -15.46% | -21.13% | +5.67% |
Max Drawdown (10Y)Largest decline over 10 years | -15.46% | -42.64% | +27.18% |
Current DrawdownCurrent decline from peak | -2.98% | -8.57% | +5.59% |
Average DrawdownAverage peak-to-trough decline | -3.18% | -13.43% | +10.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 3.20% | -2.46% |
Volatility
JHFIX vs. JVMIX - Volatility Comparison
The current volatility for John Hancock Income Fund (JHFIX) is 1.20%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 3.86%. This indicates that JHFIX experiences smaller price fluctuations and is considered to be less risky 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
| JHFIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 3.86% | -2.66% |
Volatility (6M)Calculated over the trailing 6-month period | 1.91% | 9.61% | -7.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.19% | 18.06% | -14.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.34% | 18.43% | -14.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.03% | 20.31% | -16.28% |