Home › Compare › FPCGX vs JEPQ
FPCGX yields 23.15% · JEPQ yields 11.10%● Live data
📍 FPCGX pulled ahead of the other in Year 1
Combined, FPCGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FPCGX + JEPQ for your $10,000?
The fund will invest primarily in common stocks of large and mid-sized U.S. companies that the fund's Advisor considers to be profitable and which have returns on equity near or higher than their peers, and the Advisor believes are undervalued as measured by price-to-earnings ("P/E") ratio. The percentage of assets allocated between equity and fixed income securities is flexible rather than fixed.
Full FPCGX 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.
Full JEPQ 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.