Home › Compare › GAAEX vs JEPI
GAAEX yields 0.33% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, GAAEX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of GAAEX + JEPI for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in publicly-traded equity securities of alternative energy companies (both U.S. and non-U.S.). The Advisor will invest the fund's assets in securities of all market capitalization companies, but under normal market conditions, it will invest in companies with a minimum market capitalization of $500 milllion. The fund will invest in companies economically tied to U.S. and to foreign countries, including, potentially, companies domiciled or traded in emerging markets.
Full GAAEX 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.