Home › Compare › NSGRX vs JEPQ
NSGRX yields 16.00% · JEPQ yields 11.10%● Live data
📍 NSGRX pulled ahead of the other in Year 1
Combined, NSGRX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of NSGRX + JEPQ for your $10,000?
The fund will invest at least 80% of its net assets in equity securities of small capitalization companies. Small capitalization companies generally are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of companies in the Russell 2000® Index. Many of the companies in which the fund invests retain their earnings to finance current and future growth. These companies generally pay little or no dividends.
Full NSGRX 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.