Home › Compare › BBVLX vs JEPI
BBVLX yields 10.50% · JEPI yields 8.40%● Live data
📍 BBVLX pulled ahead of the other in Year 1
Combined, BBVLX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of BBVLX + 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 large capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of large capitalization companies. It may invest in American Depositary Receipts ("ADRs") or Global Depositary Receipts ("GDRs").
Full BBVLX 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.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.