Home › Compare › VPMCX vs JEPQ
VPMCX yields 16.82% · JEPQ yields 11.10%● Live data
📍 VPMCX pulled ahead of the other in Year 1
Combined, VPMCX + JEPQ 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 VPMCX + JEPQ for your $10,000?
This large- and mid-capitalization growth fund is managed with a long-term perspective, extremely low turnover, and a well-established investment strategy. Since the fund’s inception in 1984, PRIMECAP Management Company, the advisor, has followed an approach in which multiple portfolio managers independently manage a portion of the fund, which provides diversification of thought. One risk to note is that the fund may become concentrated in a few sectors, notably technology and health care. Short-term performance may be volatile when these sectors are strongly in or out of favor. This fund may be considered a complement to an already diversified portfolio with a long-term time horizon.
Full VPMCX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.