JLGIX vs. JVMIX
Compare and contrast key facts about JAG Large Cap Growth Fund (JLGIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JLGIX is managed by JAG Capital Management. It was launched on Dec 22, 2011. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JLGIX vs. JVMIX - Performance Comparison
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JLGIX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLGIX JAG Large Cap Growth Fund | -8.63% | 13.23% | 36.53% | 40.58% | -30.99% | 15.30% | 40.47% | 21.10% | 0.43% | 34.90% |
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, JLGIX achieves a -8.63% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, JLGIX has outperformed JVMIX with an annualized return of 14.62%, while JVMIX has yielded a comparatively lower 10.12% annualized return.
JLGIX
- 1D
- 4.05%
- 1M
- -6.41%
- YTD
- -8.63%
- 6M
- -6.53%
- 1Y
- 16.20%
- 3Y*
- 21.60%
- 5Y*
- 9.22%
- 10Y*
- 14.62%
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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JLGIX vs. JVMIX - Expense Ratio Comparison
JLGIX has a 1.26% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
JLGIX vs. JVMIX — Risk / Return Rank
JLGIX
JVMIX
JLGIX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JAG Large Cap Growth Fund (JLGIX) 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.
| JLGIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.80 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.25 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.07 | 1.16 | -0.08 |
Martin ratioReturn relative to average drawdown | 3.96 | 4.73 | -0.78 |
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
| JLGIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.80 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.45 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.50 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.29 | +0.39 |
Correlation
The correlation between JLGIX and JVMIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JLGIX vs. JVMIX - Dividend Comparison
JLGIX's dividend yield for the trailing twelve months is around 32.15%, more than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGIX JAG Large Cap Growth Fund | 32.15% | 29.37% | 16.00% | 9.48% | 1.57% | 19.56% | 13.06% | 8.82% | 14.57% | 15.31% | 6.07% | 4.46% |
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
JLGIX vs. JVMIX - Drawdown Comparison
The maximum JLGIX drawdown since its inception was -38.00%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JLGIX and JVMIX.
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Drawdown Indicators
| JLGIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.00% | -67.04% | +29.04% |
Max Drawdown (1Y)Largest decline over 1 year | -15.73% | -13.22% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -38.00% | -21.13% | -16.87% |
Max Drawdown (10Y)Largest decline over 10 years | -38.00% | -42.64% | +4.64% |
Current DrawdownCurrent decline from peak | -12.31% | -6.93% | -5.38% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -13.43% | +6.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 3.23% | +1.04% |
Volatility
JLGIX vs. JVMIX - Volatility Comparison
JAG Large Cap Growth Fund (JLGIX) has a higher volatility of 7.60% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that JLGIX'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
| JLGIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 4.40% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.36% | 9.77% | +4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.84% | 18.11% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.02% | 18.44% | +3.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 20.31% | +2.12% |