Home › Compare › BWBFX vs JEPI
BWBFX yields 8.11% · JEPI yields 8.40%● Live data
📍 BWBFX pulled ahead of the other in Year 1
Combined, BWBFX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of BWBFX + JEPI for your $10,000?
The fund invests, at any given time, in the securities of a select number of Baron mutual funds (the "underlying funds"), representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.
Full BWBFX 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.