Home › Compare › IRFAX vs JEPI
IRFAX yields 6.06% · JEPI yields 8.40%● Live data
📍 IRFAX pulled ahead of the other in Year 1
Combined, IRFAX + JEPI cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of IRFAX + JEPI for your $10,000?
The investment seeks total return. The fund invests at least 80% of its total assets in a portfolio of non-U.S. real estate equity securities. Real estate equity securities include common stocks, preferred stocks and other equity securities issued by real estate companies, including real estate investment trusts (REITs) and similar REIT-like entities. It may invest up to 20% of its total assets in U.S. real estate equity securities, including U.S. REITs. The fund may invest up to 15% of its total assets in emerging market companies.
Full IRFAX 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.