Home › Compare › TCMSX vs JEPI
TCMSX yields 6.05% · JEPI yields 8.40%● Live data
📍 TCMSX pulled ahead of the other in Year 1
Combined, TCMSX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TCMSX + JEPI for your $10,000?
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in stocks of small capitalization (small cap) companies. The adviser defines small cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 2000® Index.
Full TCMSX 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.