Home › Compare › RAIIX vs JEPI
RAIIX yields 2.80% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, RAIIX + JEPI cover 0 of 12 months — good coverage
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The fund will invest primarily in equity securities of foreign developed and emerging market companies that are small- to mid- sized at the time of purchase. Rainier selects stocks of companies the advisor believes will increase in value over time and makes investment decisions based primarily on an analysis of individual companies, rather than on broad economic forecasts. The fund will generally not invest more than 25% of its net assets in participatory notes at the time of purchase.
Full RAIIX 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.