About JAG Large Cap Growth Fund (JLGAX) — Dividend Analysis 2026
The fund invests primarily in common stocks of U.S. companies that the fund's advisor believes have strong earnings and revenue growth potential. It invests at least 80% of its net assets plus any borrowings for investment purposes in large cap stocks defined as stocks of companies with market capitalizations of at least $8 billion.
Is JLGAX a good dividend investment in 2026?
JLGAX offers a 36.72% forward yield with a 50% payout ratio. Strand Safety Score: 90/100 (Very Safe). The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
JLGAX DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your JLGAX portfolio grows to $228.2K vs $46.7K without reinvestment. This is the compound interest effect in action.
JLGAX dividend growth history & forecast
JLGAX has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 36.72%.
Strand Safety Score™ is proprietary to DividendFlow. Inputs: FCF, Debt/EBITDA, Net Income from SEC filings via FMP. Not financial advice. N/A for ETFs, pre-revenue companies, and tickers without income statements.
🌍 JLGAX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold JLGAX.
Gross yield
36.72%
Tax rate
15.00%
After-tax yield
31.21%
Real yield (−CPI)
28.41%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
36.72%
33.92%
$3,672 / yr
🇺🇸 US Taxable (15%) ✓
15%
31.21%
28.41%
$3,121 / yr
🇺🇸 US Taxable (20%)
20%
29.38%
26.58%
$2,938 / yr
🇬🇧 UK ISA
0%
36.72%
33.92%
$3,672 / yr
🇬🇧 UK Taxable
8.75%
33.51%
30.71%
$3,351 / yr
🇨🇦 TFSA
0%
36.72%
33.92%
$3,672 / yr
🇨🇦 CA Taxable
25%
27.54%
24.74%
$2,754 / yr
🇦🇺 Super (pension)
15%
31.21%
28.41%
$3,121 / yr
🇦🇺 AU Taxable
30%
25.70%
22.90%
$2,570 / yr
🇩🇪 DE Taxable
26.375%
27.04%
24.24%
$2,704 / yr
🇫🇷 FR Taxable
30%
25.70%
22.90%
$2,570 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 JLGAX Income Goal & Break-Even
Dividend Break-Even
4yr
Years for dividends to fully repay your JLGAX investment of $14.83/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$141.3K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$138.8K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in JLGAX for:
Shares needed
5,185
Capital required
$76,894
Monthly income
$2,000
Based on current dividend of $5.45/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 JLGAX Dividend Payment Schedule
JLGAX pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$11.57 / payment
$46.29 / year after tax
100 shares
$115.72 / payment
$462.88 / year after tax
1,000 shares
$1157.19 / payment
$4628.76 / year after tax
📊 JLGAX vs Financial Services Benchmarks
How JLGAX compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+33.82% vs sectorBetter
JLGAX
36.72%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
JLGAX
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
JLGAX
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for JLGAX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ JLGAX Insider Activity
No recent SEC filings reported in the last 90 days.
🔬
Financial Health Scores
Altman Z-Score
0.07
🔴 Distress Zone — elevated dividend cut risk
Safe: >3.0 · Grey: 1.81–3.0 · Distress: <1.81
Piotroski F-Score
4/9
⚠️ Moderate fundamentals
Strong: 7–9 · Moderate: 4–6 · Weak: 0–3
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the JLGAX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →