Home › Compare › PLCIX vs JEPI
PLCIX yields 14.23% · JEPI yields 8.40%● Live data
📍 PLCIX pulled ahead of the other in Year 1
Combined, PLCIX + 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 PLCIX + JEPI for your $10,000?
Under normal market conditions, the fund invests at least 80% of its net assets in common stocks of large-capitalization companies. For this fund, the Sub-Adviser defines large-capitalization companies as companies with market capitalizations that fall within the range of companies within the Russell 1000 ® Growth Index at the time of purchase. The fund may also invest in derivative instruments, which include, index futures and options to hedge against market risk or to enhance returns. It may also invest up to 25% of its assets in foreign securities. The fund is non-diversified.
Full PLCIX 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.