Home › Compare › CAMGX vs JEPI
CAMGX yields 22.15% · JEPI yields 8.40%● Live data
📍 CAMGX pulled ahead of the other in Year 1
Combined, CAMGX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of CAMGX + JEPI for your $10,000?
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies located throughout the world. The equity securities in which the fund generally invests are common stocks and American Depositary Receipts ("ADRs"). The fund typically invests in securities of companies with market capitalizations of $3 billion or greater and the adviser expects, under normal market conditions, to invest in at least three different countries and invest at least 40% (or, if conditions are not favorable, invest at least 30%) of its assets in foreign companies.
Full CAMGX 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.