JSJIX vs. JVMIX
Compare and contrast key facts about John Hancock Funds Small Cap Growth Fund (JSJIX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
JSJIX is managed by John Hancock. It was launched on Oct 28, 2005. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
JSJIX vs. JVMIX - Performance Comparison
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JSJIX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
JSJIX John Hancock Funds Small Cap Growth Fund | -4.05% | 2.06% | 30.50% | 6.09% | -36.93% | 23.89% | 40.32% | 16.30% | -10.55% |
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% | -15.08% |
Returns By Period
In the year-to-date period, JSJIX achieves a -4.05% return, which is significantly lower than JVMIX's -0.62% return.
JSJIX
- 1D
- -3.10%
- 1M
- -9.61%
- YTD
- -4.05%
- 6M
- -6.62%
- 1Y
- 10.83%
- 3Y*
- 9.18%
- 5Y*
- -0.59%
- 10Y*
- —
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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JSJIX vs. JVMIX - Expense Ratio Comparison
JSJIX has a 1.03% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
JSJIX vs. JVMIX — Risk / Return Rank
JSJIX
JVMIX
JSJIX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Small Cap Growth Fund (JSJIX) 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.
| JSJIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.74 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.16 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.16 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 0.88 | -0.17 |
Martin ratioReturn relative to average drawdown | 2.33 | 3.65 | -1.32 |
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
| JSJIX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.74 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.44 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.29 | -0.07 |
Correlation
The correlation between JSJIX and JVMIX is 0.78, 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
JSJIX vs. JVMIX - Dividend Comparison
JSJIX's dividend yield for the trailing twelve months is around 11.60%, more than JVMIX's 9.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSJIX John Hancock Funds Small Cap Growth Fund | 11.60% | 11.13% | 7.62% | 0.00% | 0.00% | 34.08% | 3.69% | 0.00% | 3.76% | 0.00% | 0.00% | 0.00% |
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
JSJIX vs. JVMIX - Drawdown Comparison
The maximum JSJIX drawdown since its inception was -46.12%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for JSJIX and JVMIX.
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Drawdown Indicators
| JSJIX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -67.04% | +20.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -13.22% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -46.12% | -21.13% | -24.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.64% | — |
Current DrawdownCurrent decline from peak | -20.07% | -8.57% | -11.50% |
Average DrawdownAverage peak-to-trough decline | -18.32% | -13.43% | -4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 3.20% | +0.66% |
Volatility
JSJIX vs. JVMIX - Volatility Comparison
John Hancock Funds Small Cap Growth Fund (JSJIX) has a higher volatility of 9.60% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 3.86%. This indicates that JSJIX'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
| JSJIX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.60% | 3.86% | +5.74% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 9.61% | +7.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.35% | 18.06% | +6.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.08% | 18.43% | +5.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.26% | 20.31% | +4.95% |