Home › Compare › EWMCX vs JEPI
EWMCX yields 5.82% · JEPI yields 8.40%● Live data
📍 EWMCX pulled ahead of the other in Year 1
Combined, EWMCX + JEPI cover 0 of 12 months — good coverage
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The Advisor attempts to achieve its investment objective of long term growth of capital by investing principally in a diversified portfolio of domestic common stocks. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. Although the fund invests primarily in U.S. securities, it may invest up to 20% of its total assets in foreign securities, either directly or indirectly through investments in ADR.
Full EWMCX 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.