Home › Compare › VGWIX vs JEPI
VGWIX yields 3.90% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, VGWIX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of VGWIX + JEPI for your $10,000?
This income-oriented balanced fund offers exposure to U.S. and foreign stocks and investment-grade bonds. Balanced funds typically offer a higher allocation to stocks; however, this fund is unique in allocating about one-third to stocks and two-thirds to bonds. Because it invests in U.S. and foreign stocks and investment-grade bonds, the fund is subject to both currency risk and country risk. The fund’s stock holdings are focused on companies that have historically paid a larger-than-average dividend or that have expectations of increasing dividends. This focus may provide a higher quarterly income distribution than non-income-focused balanced funds. Investors with a long-term time horizon who have a goal of steady income and who are willing to accept modest movement in share price may wish to consider this fund.
Full VGWIX 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.