Home › Compare › FGBFX vs JEPI
FGBFX yields 103.08% · JEPI yields 8.40%● Live data
📍 FGBFX pulled ahead of the other in Year 1
Combined, FGBFX + JEPI cover 0 of 12 months — good coverage
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The investment seeks a high level of current income. The fund invests in securities issued throughout the world, including securities of issuers located in emerging markets. It normally invests at least 80% of the fund's assets in debt securities of all types and repurchase agreements for those securities. The fund normally invests primarily in investment-grade debt securities.
Full FGBFX 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.