Home › Compare › FFSIX vs JEPI
FFSIX yields 7.66% · JEPI yields 8.56%● Live data
📍 FFSIX pulled ahead of the other in Year 1
Combined, FFSIX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FFSIX + JEPI for your $10,000?
The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in providing financial services to consumers and industry. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Full FFSIX 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.