Home › Compare › RYVFX vs JEPI
RYVFX yields 9.79% · JEPI yields 8.40%● Live data
📍 RYVFX pulled ahead of the other in Year 1
Combined, RYVFX + JEPI cover 0 of 12 months — good coverage
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The fund's investment adviser invests the fund's assets primarily in equity securities of small-cap companies that Royce believes are trading below its estimate of their current worth. Normally, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.
Full RYVFX 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.