Home › Compare › NCVLX vs JEPI
NCVLX yields 1.73% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, NCVLX + 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 NCVLX + JEPI for your $10,000?
The fund invests primarily in common stocks of companies organized in the United States that the Adviser believes are high quality, though temporarily out of favor. It typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. Although the fund will invest primarily in the common stocks of U.S. companies, the fund may invest up to 25% of its assets in ADRs or common stocks of foreign companies that are classified as "developed" by MSCI Inc. It is non-diversified.
Full NCVLX 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.