JIBCX vs. JVMIX
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JIBCX vs. JVMIX - Performance Comparison
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JIBCX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | -11.51% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
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, JIBCX achieves a -11.51% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, JIBCX has outperformed JVMIX with an annualized return of 13.64%, while JVMIX has yielded a comparatively lower 10.12% annualized return.
JIBCX
- 1D
- 3.96%
- 1M
- -5.57%
- YTD
- -11.51%
- 6M
- -18.02%
- 1Y
- 4.57%
- 3Y*
- 18.67%
- 5Y*
- 6.56%
- 10Y*
- 13.64%
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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JIBCX vs. JVMIX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
JIBCX vs. JVMIX — Risk / Return Rank
JIBCX
JVMIX
JIBCX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) 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.
| JIBCX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.24 | 0.80 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.25 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.17 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | 1.16 | -1.46 |
Martin ratioReturn relative to average drawdown | -0.71 | 4.73 | -5.44 |
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
| JIBCX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.24 | 0.80 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.45 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.50 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.29 | +0.19 |
Correlation
The correlation between JIBCX and JVMIX is 0.76, 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
JIBCX vs. JVMIX - Dividend Comparison
JIBCX has not paid dividends to shareholders, while JVMIX's dividend yield for the trailing twelve months is around 9.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
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
JIBCX vs. JVMIX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JIBCX and JVMIX.
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Drawdown Indicators
| JIBCX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -67.04% | +12.89% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -13.22% | -11.25% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -21.13% | -21.61% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -42.64% | -0.10% |
Current DrawdownCurrent decline from peak | -21.48% | -6.93% | -14.55% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -13.43% | +4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.51% | 3.23% | +7.28% |
Volatility
JIBCX vs. JVMIX - Volatility Comparison
John Hancock Funds II Blue Chip Growth Fund (JIBCX) has a higher volatility of 7.11% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JIBCX'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
| JIBCX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 4.40% | +2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 15.08% | 9.77% | +5.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.49% | 18.11% | +8.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.53% | 18.44% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.98% | 20.31% | +2.67% |