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4.6-year Total Returns with DRIP & Price Chart for JEPI and SPY

4.6-year Performance: Total Return (with DRIP), Diviendeds & Portfolio Value:

	JEPI	SPY
Initial Balance	$10,000	$10,000
Initial Price	$49.94	$294.88
Initial Shares	200.24	33.91
Total Dividends	$5,420	$984
Last Dividend	$0.40177	$1.74553
Estimated Divs	$119 / month	$63 / quarter
Yield-on-Cost	9.65%	2.37%
End Shares	296.45 (+96.21)	36.2 (+2.29)
Last Shares Price	$58.65	$599.58
Total End Value	$17,387	$21,707
Total Return	+73.9%	+117.1%
Comparison start date: May 21, 2020

Dividend Payments & Dividend Yield Curve

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Dividend Safety: Payout & Dividend to Free Cash Flow Ratios

Price charts for JEPI and SPY.

Earnings, Revenue, Net Income, Dividends, Cash & Debt, Shares Outstaning, and other charts:

Revenue, EPS, Net Income & Ebitda - Estimates VS Actual:

Ratios, Profit Margins & Return on Capital:

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Projected Future Values & Dividends for JEPI & SPY

Based on past 4.6 years performance, JEPI had share price CAGR of +1.34%, and dividend CAGR of -2.05%.

During same period SPY had share price CAGR of +12.90%, and dividend CAGR of +5.64%.

Using these CAGR metrics, we can estimate, that your initial $10,000 investment from 10 years ago, with dividends being reinvested (DRIP) should grow and collect dividends as follows:

Estimate Dividend Snowball and total future returns for JEPI and SPY with our dividend (DRIP) calculator.

Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as "potential future returns"! These numbers assume DRIP (reinvesting dividends).

We cannot guarantee that your actual returns will meet these metrics.