Home › Compare › BBGSX vs JEPI
BBGSX yields 7.67% · JEPI yields 8.40%● Live data
📍 BBGSX pulled ahead of the other in Year 1
Combined, BBGSX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of BBGSX + JEPI for your $10,000?
The fund invests, under normal market conditions, at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the securities of small and mid capitalization companies and other instruments, such as certain investment companies, that seek to track the performance of securities of small and mid capitalization companies. It may invest in securities issued by U.S. and foreign entities.
Full BBGSX 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.