Home › Compare › GSXIX vs JEPI
GSXIX yields 4.52% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, GSXIX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of GSXIX + JEPI for your $10,000?
The fund normally invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by U.S. small-cap companies. The advisor considers small-cap companies to be companies that have market capitalizations similar to those of companies included in the Russell 2000® Index at the time of investment. It also may invest in foreign securities and securities of larger companies.
Full GSXIX 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.
Full JEPI 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.