Home › Compare › PSIFX vs JEPI
PSIFX yields 9.24% · JEPI yields 8.40%● Live data
📍 PSIFX pulled ahead of the other in Year 1
Combined, PSIFX + 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 PSIFX + JEPI for your $10,000?
The fund normally invests over 80% of its investable assets in securities included in the S&P 500 Index in approximately the same proportions as those of the index. The advisory attempts to replicate the security composition of the S&P 500 Index and employs a “passively managed”—or index—investment approach. The S&P 500 Index is an unmanaged index of over 500 stocks of large U.S. public companies.
Full PSIFX 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.