Home › Compare › JGBCX vs JEPI
JGBCX yields 0.32% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, JGBCX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of JGBCX + JEPI for your $10,000?
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, corporate bonds, government notes and bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It invests in corporate debt securities of issuers in a number of different countries, which may include the United States. The fund may invest up to 35% of its net assets in high-yield/high-risk debt securities.
Full JGBCX 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.