Home › Compare › HLQVX vs JEPI
HLQVX yields 8.06% · JEPI yields 8.40%● Live data
📍 HLQVX pulled ahead of the other in Year 1
Combined, HLQVX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of HLQVX + JEPI for your $10,000?
The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in equity securities of large companies, including common stocks, and debt and preferred stocks which are convertible to common stock. Assets means net assets, plus the amount of borrowings for investment purposes. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.
Full HLQVX 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.