Home › Compare › WTIFX vs JEPI
WTIFX yields 12.76% · JEPI yields 8.40%● Live data
📍 WTIFX pulled ahead of the other in Year 1
Combined, WTIFX + JEPI cover 0 of 12 months — good coverage
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The fund invests primarily in the common stock of approximately 35 to 60 foreign small-cap companies that are trading at a discount to the portfolio management team's estimated intrinsic value of such company with the potential to grow their earnings and cash flows. Under normal circumstances, it will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in international small-cap companies. It primarily invests its assets in common stocks of foreign companies in developed countries.
Full WTIFX 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.