Home › Compare › CIGRX vs JEPI
CIGRX yields 14.14% · JEPI yields 8.40%● Live data
📍 CIGRX pulled ahead of the other in Year 1
Combined, CIGRX + JEPI cover 0 of 12 months — good coverage
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The investment seeks long-term capital growth. The fund normally invests at least 40% of its assets in securities of foreign issuers. It may invest in foreign securities that are represented in the United States securities markets by American Depositary Receipts ("ADRs") or similar depository arrangements. The fund may invest in securities of issuers in emerging markets to a significant extent. The investment adviser takes environmental, social and governance ("ESG") factors into account in making investment decisions.
Full CIGRX 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.