Home › Compare › WIGRX vs JEPI
WIGRX yields 8.83% · JEPI yields 8.40%● Live data
📍 WIGRX pulled ahead of the other in Year 1
Combined, WIGRX + JEPI cover 0 of 12 months — good coverage
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The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20% of the fund’s total assets in the equity securities (typically common stock) of foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States). Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.
Full WIGRX 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.