Home › Compare › DSIBX vs JEPI
DSIBX yields 2.21% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, DSIBX + JEPI 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 DSIBX + JEPI for your $10,000?
The fund normally invests substantially all of its net assets in municipal bonds that provide income exempt from federal personal income tax. It invests principally in municipal bonds with remaining maturities of five years or less and generally maintains a dollar-weighted average portfolio maturity of one to three years. The fund invests at least 80% of its net assets in municipal bonds rated investment grade at the time of purchase or the unrated equivalent as determined by the fund's sub-adviser. It is non-diversified.
Full DSIBX 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.