Home › Compare › MNDFX vs JEPQ
MNDFX yields 9.22% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MNDFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MNDFX + JEPQ for your $10,000?
The fund invests at least 80% of its assets in dividend-paying common stocks. It invests primarily in the common stocks of mid- to large- capitalization companies. The Advisor uses a systematic process to identify stocks of companies that the advisor believes are undervalued in the market, based on factors such as free cash flow generation and earnings power, and that meet other investment criteria relating to minimum dividend yield, dividend sustainability, and financial health.
Full MNDFX 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.
Full JEPQ 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.