Home › Compare › FGDFX vs JEPI
FGDFX yields 13.95% · JEPI yields 8.40%● Live data
📍 FGDFX pulled ahead of the other in Year 1
Combined, FGDFX + JEPI cover 0 of 12 months — good coverage
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The investment seeks long-term growth of capital. Normally the fund invests assets in a combination of five Fidelity funds, each of which normally invests in equity securities of companies that represent a disruptive theme. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers.
Full FGDFX 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.