Home › Compare › TSVCX vs JEPI
TSVCX yields 8.66% · JEPI yields 8.40%● Live data
📍 TSVCX pulled ahead of the other in Year 1
Combined, TSVCX + 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 TSVCX + JEPI for your $10,000?
The fund seeks to achieve its investment objective by primarily investing at least 80% of its total assets in U.S. stocks with market capitalizations that fall within the range of companies included in the Russell 2000 Index (the "index"). It invests using a value investing style. Value funds typically emphasize stocks whose prices are below average in relation to such measures as earnings and book value; these stocks often have above-average dividend yields.
Full TSVCX 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.