JSCGX yields 9.42% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 6
Combined, JSCGX + EQR cover 0 of 12 months — good coverage
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What's the optimal mix of JSCGX + EQR for your $10,000?
Under normal circumstances, at least 80% of its assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations (share price multiplied by number of shares outstanding) within the capitalization range of the Russell 2000® Growth Index at the time of purchase. The Adviser manages the fund's portfolio in an aggressive growth style. It will not invest more than 25% of the fund's net assets directly in foreign companies.
Full JSCGX Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
Full EQR 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.