Home › Compare › FSMVX vs JEPI
FSMVX yields 7.82% · JEPI yields 8.40%● Live data
📍 FSMVX pulled ahead of the other in Year 1
Combined, FSMVX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FSMVX + JEPI for your $10,000?
The fund normally invests at least 80% of its assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers.
Full FSMVX 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.