Home › Compare › FGRSX vs JEPI
FGRSX yields 9.52% · JEPI yields 8.40%● Live data
📍 FGRSX pulled ahead of the other in Year 1
Combined, FGRSX + JEPI cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of FGRSX + JEPI for your $10,000?
The investment seeks long-term capital growth. The fund pursues its investment objective of long-term capital growth by investing primarily in a portfolio of equity securities issued by foreign companies that the fund's investment adviser, Federated Global Investment Management Corp. (the "Adviser"), has deemed as the best opportunities across its investable universe relative to the company's competitive position or its growth prospects. The Adviser expects that, normally, the fund will be invested primarily in foreign stocks in developed markets.
Full FGRSX 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.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.