Home › Compare › FLFGX vs JEPI
FLFGX yields 14.64% · JEPI yields 8.40%● Live data
📍 FLFGX pulled ahead of the other in Year 1
Combined, FLFGX + 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 FLFGX + JEPI for your $10,000?
The fund has significant flexibility to invest in a broad range of equity and fixed income asset classes in the United States and other markets throughout the world, both developed and emerging. The Adviser employs a flexible asset allocation approach in constructing the fund's portfolio. Under normal circumstances, it will invest at least 40% of its net assets in countries other than the United States ("Non-U.S. Countries").
Full FLFGX 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.