Home › Compare › TFSCX vs JEPI
TFSCX yields 71.92% · JEPI yields 8.40%● Live data
📍 TFSCX pulled ahead of the other in Year 1
Combined, TFSCX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TFSCX + JEPI for your $10,000?
The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in investments of smaller companies located outside the U.S., including emerging markets. For purposes of this 80% policy, smaller companies are defined as those with market capitalizations that do not exceed $4 billion. The fund may invest more than 25% of its assets in the securities of issuers located in any one country.
Full TFSCX 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.