Home › Compare › GVALX vs JEPI
GVALX yields 11.44% · JEPI yields 8.40%● Live data
📍 GVALX pulled ahead of the other in Year 1
Combined, GVALX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of GVALX + JEPI for your $10,000?
The fund seeks a total return greater than that of the S&P 500® Index over a full market cycle, which is a period that includes both a bull (rising) market and a bear (falling) market cycle. It will primarily invest in common stocks of U.S. companies listed in the S&P 500® Index, but may invest in other large capitalization companies, primarily selected from the largest 500 - 700 U.S. companies based on market capitalization.
Full GVALX 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.