Home › Compare › EMSLX vs JEPI
EMSLX yields 15.65% · JEPI yields 8.40%● Live data
📍 EMSLX pulled ahead of the other in Year 1
Combined, EMSLX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of EMSLX + JEPI for your $10,000?
The fund primarily invests, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign (i.e., non-U.S.) companies in "Emerging Markets" with a suitable potential for earnings growth. Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in a universe of stocks listed within the MSCI Emerging Markets Index.
Full EMSLX 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.