Home › Compare › VASVX vs JEPI
VASVX yields 13.53% · JEPI yields 8.56%● Live data
📍 VASVX pulled ahead of the other in Year 1
Combined, VASVX + 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 VASVX + JEPI for your $10,000?
This fund focuses on mid-sized companies. The fund’s three advisors buy stocks they view as being significantly undervalued and out of favor with investors. Because of the size and characteristics of the stocks the fund holds, performance can vary significantly from that of the broad stock market. The fund is typically concentrated in a small number of stocks and, therefore, can be subject to significant volatility. Investors in this fund should have a long-term horizon and may consider the fund complementary to an already diversified portfolio.
Full VASVX 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.