Home › Compare › TGDVX vs JEPI
TGDVX yields 24.93% · JEPI yields 8.40%● Live data
📍 TGDVX pulled ahead of the other in Year 1
Combined, TGDVX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TGDVX + JEPI for your $10,000?
Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies. In selecting the fund's investments, the portfolio managers sometimes consider the extent to which businesses have leaders who prudently manage their environmental sustainability and social responsibilities with good governance and solid financial resources.
Full TGDVX 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.