JVMIX vs. ACMVX
Compare and contrast key facts about John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and American Century Mid Cap Value Fund (ACMVX).
JVMIX is managed by John Hancock. It was launched on Jun 2, 1997. ACMVX is managed by American Century Investments. It was launched on Mar 31, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JVMIX or ACMVX.
Key characteristics
| JVMIX | ACMVX | |
|---|---|---|
| YTD Return | 10.16% | 10.15% |
| 1Y Return | 19.99% | 18.23% |
| 3Y Return (Ann) | 8.56% | 7.31% |
| 5Y Return (Ann) | 11.19% | 9.14% |
| 10Y Return (Ann) | 9.78% | 8.63% |
| Sharpe Ratio | 1.37 | 1.58 |
| Daily Std Dev | 14.31% | 11.45% |
| Max Drawdown | -66.36% | -51.19% |
| Current Drawdown | -0.79% | -0.58% |
Correlation
The correlation between JVMIX and ACMVX is 0.95, 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.
Performance
JVMIX vs. ACMVX - Performance Comparison
The year-to-date returns for both stocks are quite close, with JVMIX having a 10.16% return and ACMVX slightly lower at 10.15%. Over the past 10 years, JVMIX has outperformed ACMVX with an annualized return of 9.78%, while ACMVX has yielded a comparatively lower 8.63% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JVMIX vs. ACMVX - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is lower than ACMVX's 0.97% expense ratio.
Risk-Adjusted Performance
JVMIX vs. ACMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and American Century Mid Cap Value Fund (ACMVX). 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.
Dividends
JVMIX vs. ACMVX - Dividend Comparison
JVMIX's dividend yield for the trailing twelve months is around 3.65%, less than ACMVX's 4.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 3.65% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 6.46% | 2.82% | 6.49% | 2.78% | 2.20% |
ACMVX American Century Mid Cap Value Fund | 4.40% | 5.24% | 15.00% | 15.95% | 1.83% | 1.46% | 14.51% | 9.49% | 4.05% | 11.06% | 11.12% | 7.41% |
Drawdowns
JVMIX vs. ACMVX - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -66.36%, which is greater than ACMVX's maximum drawdown of -51.19%. Use the drawdown chart below to compare losses from any high point for JVMIX and ACMVX. For additional features, visit the drawdowns tool.
Volatility
JVMIX vs. ACMVX - Volatility Comparison
John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a higher volatility of 3.84% compared to American Century Mid Cap Value Fund (ACMVX) at 2.52%. This indicates that JVMIX's price experiences larger fluctuations and is considered to be riskier than ACMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.