Home › Compare › HMSFX vs JEPI
HMSFX yields 7.96% · JEPI yields 8.40%● Live data
📍 HMSFX pulled ahead of the other in Year 1
Combined, HMSFX + JEPI cover 0 of 12 months — good coverage
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Under normal circumstances, the fund invests at least 80% of its net assets in midstream energy infrastructure companies. Investments consist primarily of master limited partnerships (“MLPs”) and common stocks. The fund may also invest in securities such as preferred stocks, warrants, equity-like instruments, and debt instruments. It is non-diversified.
Full HMSFX 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.