Home › Compare › WPVLX vs JEPI
WPVLX yields 9.85% · JEPI yields 8.40%● Live data
📍 WPVLX pulled ahead of the other in Year 1
Combined, WPVLX + JEPI cover 0 of 12 months — good coverage
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The fund’s investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a "multi-cap" fund and may invest in securities of any market capitalization. It may invest in securities issued by non-U.S. companies, which may be denominated in U.S. dollars or foreign currencies. As part of the fund's strategy, the fund may concentrate its investments in securities of relatively few issuers.
Full WPVLX 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.