JVMIX vs. WFMIX

In the year-to-date period, JVMIX achieves a -10.61% return, which is significantly lower than WFMIX's -9.60% return. Over the past 10 years, JVMIX has underperformed WFMIX with an annualized return of 2.18%, while WFMIX has yielded a comparatively higher 3.43% annualized return.

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JVMIX has a 0.87% expense ratio, which is higher than WFMIX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX). 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.

The current JVMIX Sharpe Ratio is -0.97, which is comparable to the WFMIX Sharpe Ratio of -0.77. The chart below compares the historical Sharpe Ratios of JVMIX and WFMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JVMIX's dividend yield for the trailing twelve months is around 1.02%, less than WFMIX's 1.46% yield.

The maximum JVMIX drawdown since its inception was -66.36%, which is greater than WFMIX's maximum drawdown of -56.74%. Use the drawdown chart below to compare losses from any high point for JVMIX and WFMIX. For additional features, visit the drawdowns tool.

John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a higher volatility of 12.55% compared to Allspring Special Mid Cap Value Fund Class I (WFMIX) at 10.81%. This indicates that JVMIX's price experiences larger fluctuations and is considered to be riskier than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.