Home › Compare › IICAX vs JEPI
IICAX yields 11.33% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 2
Combined, IICAX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of IICAX + JEPI for your $10,000?
The investment seeks capital appreciation; income is a secondary consideration. The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. The Adviser looks for companies with strong balance sheets, attractive return on capital and sustainable earnings growth.
Full IICAX 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.