Home › Compare › LSCNX vs JEPQ
LSCNX yields 16.97% · JEPQ yields 11.10%● Live data
📍 LSCNX pulled ahead of the other in Year 1
Combined, LSCNX + JEPQ 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 LSCNX + JEPQ for your $10,000?
The investment seeks long-term capital growth from investments in common stocks or other equity securities. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.
Full LSCNX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.