JSJIX vs. VLEOX
Compare and contrast key facts about John Hancock Funds Small Cap Growth Fund (JSJIX) and Value Line Small Cap Opportunities Fund (VLEOX).
JSJIX is managed by John Hancock. It was launched on Oct 28, 2005. VLEOX is managed by Value Line. It was launched on Jun 23, 1993.
Performance
JSJIX vs. VLEOX - Performance Comparison
Loading graphics...
JSJIX vs. VLEOX - 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% |
VLEOX Value Line Small Cap Opportunities Fund | -1.31% | 6.27% | 14.23% | 22.01% | -19.12% | 15.16% | 26.65% | 25.32% | -5.51% |
Returns By Period
In the year-to-date period, JSJIX achieves a -4.05% return, which is significantly lower than VLEOX's -1.31% return.
JSJIX
- 1D
- -3.10%
- 1M
- -9.61%
- YTD
- -4.05%
- 6M
- -6.62%
- 1Y
- 10.83%
- 3Y*
- 9.18%
- 5Y*
- -0.59%
- 10Y*
- —
VLEOX
- 1D
- -1.31%
- 1M
- -9.46%
- YTD
- -1.31%
- 6M
- 0.46%
- 1Y
- 13.46%
- 3Y*
- 10.24%
- 5Y*
- 5.21%
- 10Y*
- 10.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JSJIX vs. VLEOX - Expense Ratio Comparison
JSJIX has a 1.03% expense ratio, which is lower than VLEOX's 1.16% expense ratio.
Return for Risk
JSJIX vs. VLEOX — Risk / Return Rank
JSJIX
VLEOX
JSJIX vs. VLEOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Small Cap Growth Fund (JSJIX) and Value Line Small Cap Opportunities Fund (VLEOX). 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 | VLEOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.69 | -0.24 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.16 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.04 | -0.33 |
Martin ratioReturn relative to average drawdown | 2.33 | 3.84 | -1.51 |
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
| JSJIX | VLEOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.69 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.27 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.53 | -0.30 |
Correlation
The correlation between JSJIX and VLEOX is 0.91, 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. VLEOX - Dividend Comparison
JSJIX's dividend yield for the trailing twelve months is around 11.60%, more than VLEOX's 6.48% 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% |
VLEOX Value Line Small Cap Opportunities Fund | 6.48% | 6.40% | 0.09% | 0.82% | 2.76% | 6.00% | 8.02% | 23.60% | 15.87% | 3.64% | 5.40% | 14.55% |
Drawdowns
JSJIX vs. VLEOX - Drawdown Comparison
The maximum JSJIX drawdown since its inception was -46.12%, smaller than the maximum VLEOX drawdown of -55.86%. Use the drawdown chart below to compare losses from any high point for JSJIX and VLEOX.
Loading graphics...
Drawdown Indicators
| JSJIX | VLEOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -55.86% | +9.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -10.86% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -46.12% | -30.68% | -15.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.30% | — |
Current DrawdownCurrent decline from peak | -20.07% | -10.58% | -9.49% |
Average DrawdownAverage peak-to-trough decline | -18.32% | -9.52% | -8.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.86% | 2.96% | +0.90% |
Volatility
JSJIX vs. VLEOX - Volatility Comparison
John Hancock Funds Small Cap Growth Fund (JSJIX) has a higher volatility of 9.60% compared to Value Line Small Cap Opportunities Fund (VLEOX) at 6.26%. This indicates that JSJIX's price experiences larger fluctuations and is considered to be riskier than VLEOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JSJIX | VLEOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.60% | 6.26% | +3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 11.83% | +5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.35% | 19.58% | +4.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.08% | 19.24% | +4.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.26% | 19.93% | +5.33% |