RSVAX vs. JVMIX
Compare and contrast key facts about Victory RS Value Fund (RSVAX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
RSVAX is managed by Victory. It was launched on Jun 30, 1993. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
RSVAX vs. JVMIX - Performance Comparison
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RSVAX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSVAX Victory RS Value Fund | 1.67% | 4.58% | 12.58% | 7.63% | -2.98% | 27.30% | -2.60% | 31.36% | -10.84% | 17.37% |
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, RSVAX achieves a 1.67% return, which is significantly higher than JVMIX's 1.16% return. Over the past 10 years, RSVAX has underperformed JVMIX with an annualized return of 8.92%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
RSVAX
- 1D
- 1.80%
- 1M
- -6.09%
- YTD
- 1.67%
- 6M
- 3.14%
- 1Y
- 7.80%
- 3Y*
- 8.50%
- 5Y*
- 7.01%
- 10Y*
- 8.92%
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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RSVAX vs. JVMIX - Expense Ratio Comparison
RSVAX has a 1.30% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
RSVAX vs. JVMIX — Risk / Return Rank
RSVAX
JVMIX
RSVAX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Value Fund (RSVAX) 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.
| RSVAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.80 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.25 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.17 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.16 | -0.44 |
Martin ratioReturn relative to average drawdown | 2.97 | 4.73 | -1.76 |
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
| RSVAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.80 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.45 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.50 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.29 | +0.10 |
Correlation
The correlation between RSVAX and JVMIX is 0.83, 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
RSVAX vs. JVMIX - Dividend Comparison
RSVAX's dividend yield for the trailing twelve months is around 8.69%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSVAX Victory RS Value Fund | 8.69% | 8.83% | 9.89% | 6.48% | 6.33% | 14.14% | 1.93% | 7.38% | 15.47% | 25.04% | 12.47% | 9.35% |
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
RSVAX vs. JVMIX - Drawdown Comparison
The maximum RSVAX drawdown since its inception was -59.23%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for RSVAX and JVMIX.
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Drawdown Indicators
| RSVAX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.23% | -67.04% | +7.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.06% | -13.22% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -23.58% | -21.13% | -2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -43.49% | -42.64% | -0.85% |
Current DrawdownCurrent decline from peak | -6.16% | -6.93% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -13.88% | -13.43% | -0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.23% | -0.31% |
Volatility
RSVAX vs. JVMIX - Volatility Comparison
The current volatility for Victory RS Value Fund (RSVAX) is 4.16%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 4.40%. This indicates that RSVAX experiences smaller price fluctuations and is considered to be less risky 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
| RSVAX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 4.40% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 9.77% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.29% | 18.11% | -1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 18.44% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.20% | 20.31% | -1.11% |