Home › Compare › WILNX vs JEPI
WILNX yields 7.76% · JEPI yields 8.40%● Live data
📍 WILNX pulled ahead of the other in Year 1
Combined, WILNX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of WILNX + JEPI for your $10,000?
The investment seeks long-term capital appreciation. The fund normally invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by companies of all sizes domiciled outside the U.S. that the adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, it typically holds a limited number of securities (i.e., 40-70 securities).
Full WILNX 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.