JVMIX vs. VIMAX
Compare and contrast key facts about John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
JVMIX is managed by John Hancock. It was launched on Jun 2, 1997. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
JVMIX vs. VIMAX - Performance Comparison
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JVMIX vs. VIMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -14.90% | 15.10% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -2.80% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
Returns By Period
In the year-to-date period, JVMIX achieves a -0.62% return, which is significantly higher than VIMAX's -2.80% return. Over the past 10 years, JVMIX has underperformed VIMAX with an annualized return of 9.92%, while VIMAX has yielded a comparatively higher 10.42% annualized return.
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%
VIMAX
- 1D
- -0.66%
- 1M
- -7.87%
- YTD
- -2.80%
- 6M
- -3.59%
- 1Y
- 10.30%
- 3Y*
- 11.78%
- 5Y*
- 6.50%
- 10Y*
- 10.42%
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JVMIX vs. VIMAX - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Return for Risk
JVMIX vs. VIMAX — Risk / Return Rank
JVMIX
VIMAX
JVMIX vs. VIMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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.
| JVMIX | VIMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.63 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.99 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.73 | +0.15 |
Martin ratioReturn relative to average drawdown | 3.65 | 3.39 | +0.26 |
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
| JVMIX | VIMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.63 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.37 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.55 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.48 | -0.19 |
Correlation
The correlation between JVMIX and VIMAX 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.
Dividends
JVMIX vs. VIMAX - Dividend Comparison
JVMIX's dividend yield for the trailing twelve months is around 9.30%, more than VIMAX's 1.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.53% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
JVMIX vs. VIMAX - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -67.04%, which is greater than VIMAX's maximum drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for JVMIX and VIMAX.
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Drawdown Indicators
| JVMIX | VIMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -58.88% | -8.16% |
Max Drawdown (1Y)Largest decline over 1 year | -13.22% | -12.77% | -0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -27.55% | +6.42% |
Max Drawdown (10Y)Largest decline over 10 years | -42.64% | -39.30% | -3.34% |
Current DrawdownCurrent decline from peak | -8.57% | -8.13% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -8.17% | -5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.75% | +0.45% |
Volatility
JVMIX vs. VIMAX - Volatility Comparison
The current volatility for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) is 3.86%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 4.23%. This indicates that JVMIX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVMIX | VIMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 4.23% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 9.43% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 17.58% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 17.63% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 18.90% | +1.41% |