Home › Compare › TSIIX vs JEPI
TSIIX yields 4.97% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, TSIIX + JEPI cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of TSIIX + JEPI for your $10,000?
The investment seeks a high level of current income; some long-term capital appreciation is a secondary consideration. The fund pursues its investment goals by investing in a broad range of income-producing investments from throughout the world, primarily including debt obligations. The manager expects, under normal conditions, to invest a majority of its assets in the debt obligations. The fund may invest in debt obligations of any kind, of any quality, and of any maturity.
Full TSIIX 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.