DVLN yields 0.06% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, DVLN + JEPI cover 0 of 12 months — good coverage
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DVL, Inc., together with its subsidiaries, operates as a commercial finance company in the United States. It is involved in the ownership of residual interests in securitized portfolios; ownership and development of real estate properties; ownership and servicing of a portfolio of secured commercial mortgage loans; and provision of real estate asset management and administrative services. The company was incorporated in 1977 and is based in New York, New York.
Full DVLN 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.