JVMRX vs. HAMVX
JVMRX (John Hancock Disciplined Value Mid Cap Fund Class R6) and HAMVX (Harbor Mid Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, JVMRX returned 10.71%/yr vs 10.65%/yr for HAMVX. With a 0.96 correlation, they move nearly in lockstep. JVMRX charges 0.74%/yr vs 0.85%/yr for HAMVX.
Performance
JVMRX vs. HAMVX - Performance Comparison
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Returns By Period
In the year-to-date period, JVMRX achieves a 8.92% return, which is significantly lower than HAMVX's 16.95% return. Both investments have delivered pretty close results over the past 10 years, with JVMRX having a 10.71% annualized return and HAMVX not far behind at 10.65%.
JVMRX
- 1D
- 0.30%
- 1M
- 2.50%
- YTD
- 8.92%
- 6M
- 7.36%
- 1Y
- 17.12%
- 3Y*
- 14.10%
- 5Y*
- 9.74%
- 10Y*
- 10.71%
HAMVX
- 1D
- 0.19%
- 1M
- 1.26%
- YTD
- 16.95%
- 6M
- 15.15%
- 1Y
- 35.40%
- 3Y*
- 19.31%
- 5Y*
- 12.36%
- 10Y*
- 10.65%
JVMRX vs. HAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 8.92% | 11.40% | 10.59% | 16.81% | -7.00% | 26.95% | 6.00% | 30.26% | -14.75% | 15.06% |
HAMVX Harbor Mid Cap Value Fund | 16.95% | 16.00% | 12.10% | 16.42% | -5.63% | 29.93% | -3.77% | 22.93% | -17.82% | 12.01% |
Correlation
The correlation between JVMRX and HAMVX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.93 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.96 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Aug 31, 2011 | 0.96 |
The correlation between JVMRX and HAMVX has been stable across timeframes, ranging from 0.93 to 0.96 - a consistent structural relationship.
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Return for Risk
JVMRX vs. HAMVX — Risk / Return Rank
JVMRX
HAMVX
JVMRX vs. HAMVX - 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 Harbor Mid Cap Value Fund (HAMVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JVMRX | HAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.47 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 5.27 | -3.22 |
| Martin ratioReturn relative to average drawdown | 6.61 | 18.65 | -12.05 |
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Drawdowns
JVMRX vs. HAMVX - Drawdown Comparison
The maximum JVMRX drawdown since its inception was -42.63%, smaller than the maximum HAMVX drawdown of -64.17%. Use the drawdown chart below to compare losses from any high point for JVMRX and HAMVX.
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Drawdown Indicators
| JVMRX | HAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.63% | -64.17% | +21.54% |
Max Drawdown (1Y)Largest decline over 1 year | -8.61% | -6.84% | -1.77% |
Max Drawdown (3Y)Largest decline over 3 years | -21.18% | -21.04% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -21.18% | -21.04% | -0.14% |
Max Drawdown (10Y)Largest decline over 10 years | -42.63% | -51.44% | +8.81% |
Current DrawdownCurrent decline from peak | -1.25% | -2.04% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -9.96% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 1.93% | +0.74% |
Volatility
JVMRX vs. HAMVX - Volatility Comparison
John Hancock Disciplined Value Mid Cap Fund Class R6 (JVMRX) and Harbor Mid Cap Value Fund (HAMVX) have volatilities of 3.59% and 3.57%, 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 | HAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 3.57% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.34% | 9.29% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 13.51% | -0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.40% | 18.78% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.34% | 21.90% | -1.56% |
JVMRX vs. HAMVX - Expense Ratio Comparison
JVMRX has a 0.74% expense ratio, which is lower than HAMVX's 0.85% expense ratio.
Dividends
JVMRX vs. HAMVX - Dividend Comparison
JVMRX's dividend yield for the trailing twelve months is around 8.59%, more than HAMVX's 7.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAMVX Harbor Mid Cap Value Fund | 7.41% | 8.67% | 5.77% | 7.20% | 8.24% | 1.27% | 2.35% | 3.10% | 8.41% | 3.84% | 3.06% | 3.30% |
JVMRX John Hancock Disciplined Value Mid Cap Fund Class R6 | 8.59% | 9.36% | 12.17% | 4.12% | 5.38% | 6.78% | 1.22% | 2.49% | 14.01% | 5.94% | 1.91% | 5.88% |
Frequently Asked Questions
With a correlation of 0.93, JVMRX and HAMVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
JVMRX has higher volatility (3.59%) compared to HAMVX (3.57%). In terms of maximum drawdown, JVMRX dropped -42.63% vs HAMVX's -64.17%.
HAMVX currently has the higher Sharpe Ratio (2.67 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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