Home › Compare › IMANX vs JEPI
IMANX yields 0.12% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, IMANX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of IMANX + JEPI for your $10,000?
The fund invests in common stocks and equity-related securities of domestic and foreign issuers that meet Islamic principles and whose prices the fund's investment advisor anticipates will increase over the long term. Islamic principles generally preclude investments in certain businesses (e.g., alcohol, pornography and gambling) and investments in interest bearing debt obligations or businesses that derive interest income as their primary source of income.
Full IMANX 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.