Home › Compare › ATOAX vs JEPI
ATOAX yields 2.38% · JEPI yields 8.40%● Live data
📍 ATOAX pulled ahead of the other in Year 2
Combined, ATOAX + JEPI cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of ATOAX + JEPI for your $10,000?
The fund invests its assets in a combination of tax-exempt obligations and taxable debt obligations. Under normal circumstances, it invests at least 80% of its net assets in tax-exempt obligations. The fund's average portfolio maturity, at the time of investment, will be two years or less. The obligations in which the fund invests must, at the time of investment, be rated investment grade, as determined by the various rating agencies, or if unrated, of comparable quality as determined by the Adviser.
Full ATOAX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.