Home › Compare › GWILX vs JEPI
GWILX yields 100.96% · JEPI yields 8.40%● Live data
📍 GWILX pulled ahead of the other in Year 1
Combined, GWILX + JEPI cover 0 of 12 months — good coverage
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Using quantitative analysis, under normal market circumstances, the Portfolio invests at least 80% of the value of its net assets (including borrowings for investment purposes) in equity securities, such as common stocks, of large cap companies tied economically to the U.S. that are demonstrating commitment to advancing women through gender diversity on their boards or in management ("Women in Leadership" criteria) as well as through gender equitable corporate policies.
Full GWILX 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.