Home › Compare › MCIIX vs JEPI
MCIIX yields 15.21% · JEPI yields 8.40%● Live data
📍 MCIIX pulled ahead of the other in Year 1
Combined, MCIIX + 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 MCIIX + JEPI for your $10,000?
The fund invests at least 80% of its assets in corporate debt securities, including convertible debt securities. Although the fund will invest primarily in U.S. dollar denominated securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds," and non-U.S. dollar denominated foreign debt securities.
Full MCIIX 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.