SVBAX vs. JVMIX
Compare and contrast key facts about John Hancock Balanced Fund (SVBAX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
SVBAX is managed by John Hancock. It was launched on Oct 4, 1992. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
SVBAX vs. JVMIX - Performance Comparison
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SVBAX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | -0.63% | 15.69% | 13.31% | 18.22% | -15.79% | 14.49% | 15.97% | 21.28% | -5.02% | 13.40% |
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, SVBAX achieves a -0.63% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, SVBAX has underperformed JVMIX with an annualized return of 9.13%, while JVMIX has yielded a comparatively higher 10.12% annualized return.
SVBAX
- 1D
- 2.00%
- 1M
- -3.14%
- YTD
- -0.63%
- 6M
- 2.60%
- 1Y
- 16.62%
- 3Y*
- 13.70%
- 5Y*
- 7.58%
- 10Y*
- 9.13%
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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SVBAX vs. JVMIX - Expense Ratio Comparison
SVBAX has a 1.03% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
SVBAX vs. JVMIX — Risk / Return Rank
SVBAX
JVMIX
SVBAX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Balanced Fund (SVBAX) 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.
| SVBAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 0.80 | +0.74 |
Sortino ratioReturn per unit of downside risk | 2.23 | 1.25 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.26 | 1.16 | +1.10 |
Martin ratioReturn relative to average drawdown | 11.04 | 4.73 | +6.31 |
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
| SVBAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 0.80 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.45 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.50 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.29 | +0.38 |
Correlation
The correlation between SVBAX and JVMIX is 0.82, 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
SVBAX vs. JVMIX - Dividend Comparison
SVBAX's dividend yield for the trailing twelve months is around 12.57%, more than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVBAX John Hancock Balanced Fund | 12.57% | 12.45% | 3.72% | 1.48% | 1.60% | 2.73% | 1.60% | 2.19% | 8.06% | 3.51% | 1.70% | 4.57% |
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
SVBAX vs. JVMIX - Drawdown Comparison
The maximum SVBAX drawdown since its inception was -40.81%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for SVBAX and JVMIX.
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Drawdown Indicators
| SVBAX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.81% | -67.04% | +26.23% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -13.22% | +5.49% |
Max Drawdown (5Y)Largest decline over 5 years | -20.53% | -21.13% | +0.60% |
Max Drawdown (10Y)Largest decline over 10 years | -21.00% | -42.64% | +21.64% |
Current DrawdownCurrent decline from peak | -3.68% | -6.93% | +3.25% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -13.43% | +8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.58% | 3.23% | -1.65% |
Volatility
SVBAX vs. JVMIX - Volatility Comparison
The current volatility for John Hancock Balanced Fund (SVBAX) is 3.92%, while John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) has a volatility of 4.40%. This indicates that SVBAX 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
| SVBAX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 4.40% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 6.35% | 9.77% | -3.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.22% | 18.11% | -6.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.73% | 18.44% | -7.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.76% | 20.31% | -9.55% |