USGLX vs. JVMIX
Compare and contrast key facts about John Hancock U.S. Global Leaders Growth Fund (USGLX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
USGLX is managed by John Hancock. It was launched on Sep 29, 1995. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
USGLX vs. JVMIX - Performance Comparison
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USGLX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USGLX John Hancock U.S. Global Leaders Growth Fund | -11.39% | 2.94% | 18.17% | 29.14% | -29.76% | 19.18% | 35.40% | 33.07% | 3.35% | 25.38% |
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, USGLX achieves a -11.39% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, USGLX has outperformed JVMIX with an annualized return of 10.92%, while JVMIX has yielded a comparatively lower 10.12% annualized return.
USGLX
- 1D
- 2.89%
- 1M
- -5.15%
- YTD
- -11.39%
- 6M
- -11.26%
- 1Y
- -4.62%
- 3Y*
- 8.27%
- 5Y*
- 2.48%
- 10Y*
- 10.92%
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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USGLX vs. JVMIX - Expense Ratio Comparison
USGLX has a 1.13% expense ratio, which is higher than JVMIX's 0.87% expense ratio.
Return for Risk
USGLX vs. JVMIX — Risk / Return Rank
USGLX
JVMIX
USGLX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock U.S. Global Leaders Growth Fund (USGLX) 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.
| USGLX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.23 | 0.80 | -1.03 |
Sortino ratioReturn per unit of downside risk | -0.20 | 1.25 | -1.45 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.17 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.16 | -1.40 |
Martin ratioReturn relative to average drawdown | -0.78 | 4.73 | -5.52 |
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
| USGLX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.23 | 0.80 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.45 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.50 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.29 | +0.19 |
Correlation
The correlation between USGLX and JVMIX is 0.77, 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
USGLX vs. JVMIX - Dividend Comparison
USGLX's dividend yield for the trailing twelve months is around 32.03%, more than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGLX John Hancock U.S. Global Leaders Growth Fund | 32.03% | 28.38% | 15.79% | 0.00% | 0.00% | 8.75% | 11.38% | 6.76% | 13.55% | 7.34% | 5.42% | 6.57% |
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
USGLX vs. JVMIX - Drawdown Comparison
The maximum USGLX drawdown since its inception was -46.82%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for USGLX and JVMIX.
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Drawdown Indicators
| USGLX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.82% | -67.04% | +20.22% |
Max Drawdown (1Y)Largest decline over 1 year | -16.11% | -13.22% | -2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -36.80% | -21.13% | -15.67% |
Max Drawdown (10Y)Largest decline over 10 years | -36.80% | -42.64% | +5.84% |
Current DrawdownCurrent decline from peak | -21.11% | -6.93% | -14.18% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -13.43% | +6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.00% | 3.23% | +1.77% |
Volatility
USGLX vs. JVMIX - Volatility Comparison
John Hancock U.S. Global Leaders Growth Fund (USGLX) has a higher volatility of 5.65% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that USGLX'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
| USGLX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 4.40% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.46% | 9.77% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.85% | 18.11% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.02% | 18.44% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 20.31% | -0.07% |