Home › Compare › TVFVX vs JEPI
TVFVX yields 6.40% · JEPI yields 8.40%● Live data
📍 TVFVX pulled ahead of the other in Year 1
Combined, TVFVX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TVFVX + JEPI for your $10,000?
The fund seeks to achieve its objective mainly by acquiring common stocks of well-financed companies (meaning companies with high quality assets and conservative levels of liabilities) at a discount to what the Adviser believes is their intrinsic value. It may invest in companies of any market capitalization and across all industries. The fund may also acquire senior securities, such as convertible securities, preferred stocks and debt instruments, that the Adviser believes are undervalued. It also invests in both domestic and foreign securities.
Full TVFVX 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.