Home › Compare › VGRLX vs JEPI
VGRLX yields 4.87% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, VGRLX + 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 VGRLX + JEPI for your $10,000?
This fund invests in international real estate stocks including real estate investment trusts—companies that own office buildings, hotels, and other real estate. REITs often perform differently from other stocks and bonds, so this fund may add diversification to a portfolio already made up of stocks and bonds. A key risk is the fund’s narrow scope; since it invests solely within the real estate industry, it may be more volatile than more broadly diversified stock funds. Because it invests in non-U.S. stocks, including those in developed and emerging markets, the fund can be subject to risks unique to international investing, such as currency risk. Investors may wish to consider this fund as a complement to an already diversified stock portfolio.
Full VGRLX 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.