JVMIX vs. WFMIX
Compare and contrast key facts about John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) and Allspring Special Mid Cap Value Fund Class I (WFMIX).
JVMIX is managed by John Hancock. It was launched on Jun 2, 1997. WFMIX is managed by Allspring Global Investments.
Performance
JVMIX vs. WFMIX - Performance Comparison
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JVMIX vs. WFMIX - 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 | 1.16% | 11.28% | 10.46% | 16.64% | -7.09% | 26.85% | 5.90% | 30.13% | -14.90% | 15.10% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 3.16% | 6.14% | 11.95% | 9.54% | -4.65% | 28.53% | 3.27% | 40.27% | -13.12% | 11.16% |
Returns By Period
In the year-to-date period, JVMIX achieves a 1.16% return, which is significantly lower than WFMIX's 3.16% return. Both investments have delivered pretty close results over the past 10 years, with JVMIX having a 10.12% annualized return and WFMIX not far ahead at 10.45%.
JVMIX
- 1D
- 1.79%
- 1M
- -6.68%
- YTD
- 1.16%
- 6M
- 0.63%
- 1Y
- 13.98%
- 3Y*
- 12.68%
- 5Y*
- 8.23%
- 10Y*
- 10.12%
WFMIX
- 1D
- 2.33%
- 1M
- -6.76%
- YTD
- 3.16%
- 6M
- 3.51%
- 1Y
- 11.50%
- 3Y*
- 10.02%
- 5Y*
- 7.88%
- 10Y*
- 10.45%
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JVMIX vs. WFMIX - Expense Ratio Comparison
JVMIX has a 0.87% expense ratio, which is higher than WFMIX's 0.80% expense ratio.
Return for Risk
JVMIX vs. WFMIX — Risk / Return Rank
JVMIX
WFMIX
JVMIX vs. WFMIX - 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 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.
| JVMIX | WFMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.67 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.07 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.06 | +0.10 |
Martin ratioReturn relative to average drawdown | 4.73 | 3.71 | +1.02 |
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 | WFMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.67 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.46 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.56 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.45 | -0.16 |
Correlation
The correlation between JVMIX and WFMIX 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. WFMIX - Dividend Comparison
JVMIX's dividend yield for the trailing twelve months is around 9.13%, less than WFMIX's 10.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVMIX John Hancock Funds Disciplined Value Mid Cap Fund Class I | 9.13% | 9.24% | 12.05% | 4.02% | 5.27% | 6.67% | 1.13% | 2.40% | 13.85% | 5.94% | 1.91% | 5.88% |
WFMIX Allspring Special Mid Cap Value Fund Class I | 10.90% | 11.24% | 8.00% | 5.51% | 8.71% | 9.87% | 0.66% | 7.48% | 2.74% | 4.41% | 1.44% | 4.47% |
Drawdowns
JVMIX vs. WFMIX - Drawdown Comparison
The maximum JVMIX drawdown since its inception was -67.04%, which is greater than WFMIX's maximum drawdown of -52.70%. Use the drawdown chart below to compare losses from any high point for JVMIX and WFMIX.
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Drawdown Indicators
| JVMIX | WFMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -52.70% | -14.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.22% | -11.57% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -22.13% | +1.00% |
Max Drawdown (10Y)Largest decline over 10 years | -42.64% | -43.80% | +1.16% |
Current DrawdownCurrent decline from peak | -6.93% | -6.87% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -13.43% | -7.53% | -5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.30% | -0.07% |
Volatility
JVMIX vs. WFMIX - Volatility Comparison
The current volatility for John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) is 4.40%, while Allspring Special Mid Cap Value Fund Class I (WFMIX) has a volatility of 5.58%. This indicates that JVMIX experiences smaller price fluctuations and is considered to be less risky than WFMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVMIX | WFMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 5.58% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 10.53% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 17.51% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.44% | 17.17% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.31% | 18.87% | +1.44% |