VIMAX vs. JVMIX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. JVMIX is managed by John Hancock. It was launched on Jun 2, 1997.
Performance
VIMAX vs. JVMIX - Performance Comparison
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VIMAX vs. JVMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -0.63% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
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, VIMAX achieves a -0.63% return, which is significantly lower than JVMIX's 1.16% return. Over the past 10 years, VIMAX has outperformed JVMIX with an annualized return of 10.66%, while JVMIX has yielded a comparatively lower 10.12% annualized return.
VIMAX
- 1D
- 2.22%
- 1M
- -5.79%
- YTD
- -0.63%
- 6M
- -1.36%
- 1Y
- 12.39%
- 3Y*
- 12.60%
- 5Y*
- 6.65%
- 10Y*
- 10.66%
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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VIMAX vs. JVMIX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than JVMIX's 0.87% expense ratio.
Return for Risk
VIMAX vs. JVMIX — Risk / Return Rank
VIMAX
JVMIX
VIMAX vs. JVMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) 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.
| VIMAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.80 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.25 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.16 | -0.10 |
Martin ratioReturn relative to average drawdown | 4.86 | 4.73 | +0.12 |
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
| VIMAX | JVMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.80 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.45 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.50 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.29 | +0.19 |
Correlation
The correlation between VIMAX and JVMIX is 0.95, 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
VIMAX vs. JVMIX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.50%, less than JVMIX's 9.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.50% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
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
VIMAX vs. JVMIX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, smaller than the maximum JVMIX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for VIMAX and JVMIX.
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Drawdown Indicators
| VIMAX | JVMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -67.04% | +8.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -13.22% | +0.45% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -21.13% | -6.42% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -42.64% | +3.34% |
Current DrawdownCurrent decline from peak | -6.09% | -6.93% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -13.43% | +5.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.23% | -0.46% |
Volatility
VIMAX vs. JVMIX - Volatility Comparison
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a higher volatility of 4.95% compared to John Hancock Funds Disciplined Value Mid Cap Fund Class I (JVMIX) at 4.40%. This indicates that VIMAX'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
| VIMAX | JVMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 4.40% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 9.77% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 18.11% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 18.44% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | 20.31% | -1.40% |