Home › Compare › TWSMX vs JEPI
TWSMX yields 6.90% · JEPI yields 8.40%● Live data
📍 TWSMX pulled ahead of the other in Year 1
Combined, TWSMX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TWSMX + JEPI for your $10,000?
The fund is an asset allocation fund. That is, it diversifies its assets among various classes of investments such as equity securities, bonds and money market instruments. The fund seeks the highest level of total return consistent with its asset mix.
Full TWSMX 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.