Home › Compare › FRNKX vs JEPQ
FRNKX yields 11.57% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FRNKX + 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 FRNKX + JEPQ for your $10,000?
The fund's principal investment strategy is value investing. It invests in common stock of U.S. companies that the fund's adviser believes are underpriced based on the company's intrinsic value. The fund invests in common stocks of companies that have strong financial positions, evidenced by balance sheets without significant debt or other liabilities compared to cash reserves. From time to time it may be invested more heavily in a particular sector if the adviser determines that companies in that sector present the best value.
Full FRNKX 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.