JVMRX vs. ARFFX
Compare and contrast key facts about John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) and Ariel Focus Fund (ARFFX).
JVMRX is a passively managed fund by John Hancock that tracks the performance of the Russell Mid Cap Value Index. It was launched on Sep 1, 2011. ARFFX is managed by Ariel Investments. It was launched on Jun 30, 2005.
Performance
JVMRX vs. ARFFX - Performance Comparison
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JVMRX vs. ARFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 1.20% | 11.40% | 10.59% | 16.81% | -7.00% | 26.95% | 6.00% | 30.26% | -14.75% | 15.06% |
ARFFX Ariel Focus Fund | 7.30% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
Returns By Period
In the year-to-date period, JVMRX achieves a 1.20% return, which is significantly lower than ARFFX's 7.30% return. Both investments have delivered pretty close results over the past 10 years, with JVMRX having a 10.22% annualized return and ARFFX not far ahead at 10.71%.
JVMRX
- 1D
- 1.83%
- 1M
- -6.68%
- YTD
- 1.20%
- 6M
- 0.70%
- 1Y
- 14.10%
- 3Y*
- 12.81%
- 5Y*
- 8.35%
- 10Y*
- 10.22%
ARFFX
- 1D
- 1.80%
- 1M
- -5.04%
- YTD
- 7.30%
- 6M
- 6.68%
- 1Y
- 35.08%
- 3Y*
- 16.21%
- 5Y*
- 8.06%
- 10Y*
- 10.71%
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JVMRX vs. ARFFX - Expense Ratio Comparison
JVMRX has a 0.74% expense ratio, which is lower than ARFFX's 1.00% expense ratio.
Return for Risk
JVMRX vs. ARFFX — Risk / Return Rank
JVMRX
ARFFX
JVMRX vs. ARFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) and Ariel Focus Fund (ARFFX). 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.
| JVMRX | ARFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.83 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.26 | 2.49 | -1.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.38 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 2.51 | -1.34 |
Martin ratioReturn relative to average drawdown | 4.77 | 9.72 | -4.95 |
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
| JVMRX | ARFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.83 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.44 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.54 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.35 | +0.28 |
Correlation
The correlation between JVMRX and ARFFX 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
JVMRX vs. ARFFX - Dividend Comparison
JVMRX's dividend yield for the trailing twelve months is around 9.25%, less than ARFFX's 11.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 9.25% | 9.36% | 12.17% | 4.12% | 5.38% | 6.78% | 1.22% | 2.49% | 14.01% | 5.94% | 1.91% | 5.88% |
ARFFX Ariel Focus Fund | 11.82% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
Drawdowns
JVMRX vs. ARFFX - Drawdown Comparison
The maximum JVMRX drawdown since its inception was -42.63%, smaller than the maximum ARFFX drawdown of -57.66%. Use the drawdown chart below to compare losses from any high point for JVMRX and ARFFX.
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Drawdown Indicators
| JVMRX | ARFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.63% | -57.66% | +15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -13.22% | -14.20% | +0.98% |
Max Drawdown (5Y)Largest decline over 5 years | -21.18% | -24.50% | +3.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.63% | -43.22% | +0.59% |
Current DrawdownCurrent decline from peak | -6.93% | -5.28% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -4.39% | -9.49% | +5.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 3.66% | -0.43% |
Volatility
JVMRX vs. ARFFX - Volatility Comparison
John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) and Ariel Focus Fund (ARFFX) have volatilities of 4.42% and 4.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JVMRX | ARFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 4.43% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.80% | 10.26% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 19.27% | -1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 18.61% | -0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.33% | 19.88% | +0.45% |