Home › Compare › LZGOX vs JEPI
LZGOX yields 28.78% · JEPI yields 8.40%● Live data
📍 LZGOX pulled ahead of the other in Year 1
Combined, LZGOX + 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 LZGOX + JEPI for your $10,000?
The fund invests at least 80% of its assets in Fixed Income Investments. It invests significantly in issuers organized or located outside the U.S. or doing a substantial amount of business outside the US, securities denominated in a foreign currency or foreign currency forward contracts. The fund may invest in securities of issuers with business activities located in emerging market countries or denominated in an emerging market currency. It may invest up to 15% of its assets in securities that are rated below investment grade or the unrated equivalent.
Full LZGOX 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.