Home › Compare › WWWFX vs JEPI
WWWFX yields 1.83% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, WWWFX + JEPI cover 0 of 12 months — good coverage
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The fund is a non-diversified fund that invests all of its investable assets in the Internet Portfolio. The Internet Portfolio invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks, of U.S. and foreign companies engaged in the Internet and Internet-related activities and whose businesses are vastly improved through the distribution of content and reduction of costs with the use of the Internet. It is non-diversified.
Full WWWFX 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.