Home › Compare › FSLSX vs JEPI
FSLSX yields 7.70% · JEPI yields 8.40%● Live data
📍 FSLSX pulled ahead of the other in Year 1
Combined, FSLSX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FSLSX + JEPI for your $10,000?
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies that the advisor believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.
Full FSLSX 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.
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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.