Home › Compare › VGSTX vs JEPI
VGSTX yields 9.33% · JEPI yields 8.40%● Live data
📍 VGSTX pulled ahead of the other in Year 1
Combined, VGSTX + 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 VGSTX + JEPI for your $10,000?
This balanced fund is approximately invested 60% in stocks and 40% in bonds. It offers investors exposure to domestic and international stocks and bonds through investment in underlying actively managed Vanguard funds, each with its own distinct investment approach. It may be considered a “one fund option” for investors looking for broad diversification across asset classes who can tolerate moderate market risk that comes from the volatility of the stock and bond markets.
Full VGSTX 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.