Home › Compare › FMIMX vs JEPQ
FMIMX yields 13.16% · JEPQ yields 11.10%● Live data
📍 FMIMX pulled ahead of the other in Year 1
Combined, FMIMX + JEPQ 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 FMIMX + JEPQ for your $10,000?
The fund invests mainly in small- to medium-capitalization companies (namely, companies with less than $7 billion market capitalization at the time of initial purchase) listed or traded on a national securities exchange or on a national securities association. Under normal market conditions, the fund invests 80% of its net assets in common stocks, including for purposes of this limitation common stocks of foreign companies which the fund principally invests in through ADRs or American Depositary Shares ADSs. ADRs and ADSs are dollar-denominated securities of foreign issuers traded in the U.S.
Full FMIMX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.