Home › Compare › WIIGX vs JEPI
WIIGX yields 58.76% · JEPI yields 8.40%● Live data
📍 WIIGX pulled ahead of the other in Year 1
Combined, WIIGX + JEPI cover 0 of 12 months — good coverage
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The fund invests primarily in foreign growth companies. It will invest its assets in the equity securities, typically common stock, of small foreign companies. The fund may invest a large percentage of its assets in a few sectors, including communication services, consumer discretionary, consumer staples, financials, health care, industrials, and information technology.
Full WIIGX 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.