Home › Compare › MFOMX vs JEPI
MFOMX yields 13.56% · JEPI yields 8.40%● Live data
📍 MFOMX pulled ahead of the other in Year 1
Combined, MFOMX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of MFOMX + JEPI for your $10,000?
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It invests in approximately 25-30 companies that are considered by the investment adviser to be positioned for long-term earnings growth. The fund may invest in the stocks of companies of any size, although it focuses on large-cap companies. It invests primarily in equity securities of U.S. issuers, but may invest up to 25% of its assets in the equity securities of foreign issuers, including those in emerging market countries. The fund is non-diversified.
Full MFOMX 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.