PZFVX vs. JVMIX
Compare and contrast key facts about John Hancock Classic Value Fund (PZFVX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
PZFVX is managed by John Hancock. It was launched on Jun 24, 1996. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
PZFVX vs. JVMIX - Performance Comparison
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PZFVX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PZFVX John Hancock Classic Value Fund | -5.68% | 12.09% | 4.48% | 18.69% | -7.11% | 28.27% | -2.70% | 24.79% | -16.94% | 16.47% |
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% |
Returns By Period
In the year-to-date period, PZFVX achieves a -5.68% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, PZFVX has underperformed JVMIX with an annualized return of 8.51%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
PZFVX
- 1D
- 2.70%
- 1M
- -5.14%
- YTD
- -5.68%
- 6M
- -1.40%
- 1Y
- 3.61%
- 3Y*
- 7.60%
- 5Y*
- 5.94%
- 10Y*
- 8.51%
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%
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PZFVX vs. JVMIX - Expense Ratio Comparison
PZFVX has a 1.12% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
PZFVX vs. JVMIX — Risk / Return Rank
PZFVX
JVMIX
PZFVX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Classic Value Fund (PZFVX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX). 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.
| PZFVX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 0.80 | -0.64 |
Sortino ratioReturn per unit of downside risk | 0.38 | 1.25 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.17 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 1.16 | -0.83 |
Martin ratioReturn relative to average drawdown | 0.97 | 4.73 | -3.77 |
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
| PZFVX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.80 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.45 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.50 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.29 | -0.02 |
Correlation
The correlation between PZFVX and JVMIX is 0.89, 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
PZFVX vs. JVMIX - Dividend Comparison
PZFVX's dividend yield for the trailing twelve months is around 38.36%, more than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PZFVX John Hancock Classic Value Fund | 38.36% | 36.18% | 52.58% | 6.33% | 19.26% | 0.58% | 1.29% | 4.56% | 2.43% | 0.95% | 1.78% | 1.41% |
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% |
Drawdowns
PZFVX vs. JVMIX - Drawdown Comparison
The maximum PZFVX drawdown since its inception was -72.29%, which is greater than JVMIX's maximum drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for PZFVX and JVMIX.
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Drawdown Indicators
| PZFVX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.29% | -67.04% | -5.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.57% | -13.22% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -40.35% | -21.13% | -19.22% |
Max Drawdown (10Y)Largest decline over 10 years | -51.82% | -42.64% | -9.18% |
Current DrawdownCurrent decline from peak | -29.14% | -6.93% | -22.21% |
Average DrawdownAverage peak-to-trough decline | -14.54% | -13.43% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 3.23% | +1.28% |
Volatility
PZFVX vs. JVMIX - Volatility Comparison
John Hancock Classic Value Fund (PZFVX) has a higher volatility of 5.71% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that PZFVX's price experiences larger fluctuations and is considered to be riskier than JVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PZFVX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 4.40% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 12.37% | 9.77% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.83% | 18.11% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.90% | 18.44% | +15.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.60% | 20.31% | +10.29% |