Home › Compare › WMKTX vs JEPI
WMKTX yields 4.26% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, WMKTX + JEPI 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 WMKTX + JEPI for your $10,000?
The fund pursues its investment objective by utilizing a tactical allocation strategy. It primarily invests in a mix of equity and fixed income securities and may also invest in commodity related investments. With respect to its investment in equity securities, the fund may invest in large cap stocks, small- and mid-cap stocks and international equity securities (including emerging market equity securities). With respect to its investment in fixed income securities, the fund may invest in domestic or foreign securities, corporate or sovereign, and of any quality or duration.
Full WMKTX 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.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.