Home › Compare › OBMCX vs JEPI
OBMCX yields 1.29% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, OBMCX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of OBMCX + JEPI for your $10,000?
The fund invests, under normal circumstances, at least 80% of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization of less than or equal to $600 million or are within the range of companies represented in the Russell Micro-Cap Growth Index, whichever is greater. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value.
Full OBMCX 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.