Home › Compare › PRSGX vs JEPI
PRSGX yields 15.43% · JEPI yields 8.40%● Live data
📍 PRSGX pulled ahead of the other in Year 1
Combined, PRSGX + JEPI cover 0 of 12 months — good coverage
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The fund broadly diversifies its assets among a set of T. Rowe Price mutual funds representing specific market segments. It, which normally invests in a variety of domestic and international equity funds and, from time to time, a money market fund, seeks to maintain broad exposure to several markets in an attempt to reduce the impact of markets that are declining and to benefit from strong performance in particular market segments over time.
Full PRSGX 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.