Home › Compare › FMCLX vs JEPI
FMCLX yields 10.68% · JEPI yields 8.40%● Live data
📍 FMCLX pulled ahead of the other in Year 1
Combined, FMCLX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FMCLX + JEPI for your $10,000?
The fund normally invests its assets primarily in common stocks included in the Standard & Poor's MidCap 400 Index. The index is a broad-based market capitalization-weighted index of common stocks representing all major industries in the mid-range of the U.S. stock market. It may invest in derivatives contracts (such as, for example, futures contracts) to implement its investment strategies.
Full FMCLX 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.