Home › Compare › TFGPX vs JEPI
TFGPX yields 4.60% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, TFGPX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TFGPX + JEPI for your $10,000?
Under normal circumstances, the fund invests primarily in fixed-income securities and derivatives that provide exposure to fixed-income securities. The fund's investments may include fixed-income instruments of any maturity or duration. It may invest in other investment companies, including ETFs and government money market funds, REITs and restricted securities. The fund may invest a significant portion of its total assets in non-investment grade securities, and in U.S. Treasury obligations.
Full TFGPX 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.