Home › Compare › CAMGX vs JEPQ
CAMGX yields 22.15% · JEPQ yields 11.10%● Live data
📍 CAMGX pulled ahead of the other in Year 1
Combined, CAMGX + JEPQ 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 CAMGX + JEPQ 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 achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.