MUND yields 1.89% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, MUND + 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 MUND + JEPI for your $10,000?
The Fund seeks to provide periodic distributions consisting of income exempt from regular federal income tax and/or principal through 2055.For investors seeking a spend-down strategy to manage recurring expenses through distribution of tax-exempt monthly income and annual principal over a thirty-year time horizon.
Full MUND 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.