Home › Compare › KARRX vs JEPI
KARRX yields 1.29% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, KARRX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of KARRX + JEPI for your $10,000?
The fund, under normal market conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of renewable infrastructure companies that are involved in business activities related to renewable energy production, storage and transmission. Its investments in renewable infrastructure companies will typically be in the form of common stocks, but may also include preferred stocks. The fund may also invest in shares of companies through "new issues" or initial public offerings. It is non-diversified.
Full KARRX 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.