Home › Compare › FHIFX vs JEPI
FHIFX yields 5.30% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, FHIFX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FHIFX + JEPI for your $10,000?
The fund invests primarily in income producing debt securities, preferred stocks, and convertible securities, with an emphasis on lower-quality debt securities. It potentially invests in securities that have a higher or lower credit quality. The fund potentially invests in non-income producing securities, including defaulted securities and common stocks. It invests in companies in troubled or uncertain financial condition. The fund invests in domestic and foreign issuers.
Full FHIFX 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.