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GMBXF vs JEPI: Dividend Comparison 2026

GMBXF yields 2.82% · JEPI yields 8.40%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 GMBXF wins by $99.72M in total portfolio value· pulled ahead in Year 2
10 years
GMBXF
GMBXF
● Live price
2.82%
Share price
$10.65
Annual div
$0.30
5Y div CAGR
93.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$99.75M
Annual income
$91,161,421.66
Full GMBXF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — GMBXF vs JEPI

📍 GMBXF pulled ahead of the other in Year 2

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodGMBXFJEPI
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, GMBXF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
GMBXF pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

GMBXF
Annual income on $10K today (after 15% tax)
$239.86/yr
After 10yr DRIP, annual income (after tax)
$77,487,208.41/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, GMBXF beats the other by $77,485,909.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of GMBXF + JEPI for your $10,000?

GMBXF: 50%JEPI: 50%
100% JEPI50/50100% GMBXF
Portfolio after 10yr
$49.89M
Annual income
$45,581,475.14/yr
Blended yield
91.36%
📊

Analyst Conviction Gap

Where Wall Street is split right now

GMBXF
Analyst Ratings
1
Hold
Consensus: Hold
Altman Z
5.5
Piotroski
8/9
JEPI
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

GMBXF buys
0
JEPI buys
0
No recent congressional trades found for GMBXF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricGMBXFJEPI
Forward yield2.82%8.40%
Annual dividend / share$0.30$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR93.6%0%
Portfolio after 10y$99.75M$29.0K
Annual income after 10y$91,161,421.66$1,528.62
Total dividends collected$99.07M$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: GMBXF vs JEPI ($10,000, DRIP)

YearGMBXF PortfolioGMBXF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,246$546.32$11,260$840.19$14.00JEPI
2← crossover$13,145$1,111.67$12,641$907.94+$504.00GMBXF
3$16,416$2,351.01$14,150$978.20+$2.3KGMBXF
4$22,878$5,312.35$15,795$1,050.85+$7.1KGMBXF
5$37,874$13,395.10$17,584$1,125.74+$20.3KGMBXF
6$80,649$40,123.41$19,526$1,202.74+$61.1KGMBXF
7$240,881$154,586.80$21,628$1,281.69+$219.3KGMBXF
8$1,093,149$835,406.21$23,898$1,362.43+$1.07MGMBXF
9$8,029,220$6,859,549.94$26,347$1,444.79+$8.00MGMBXF
10$99,752,687$91,161,421.66$28,982$1,528.62+$99.72MGMBXF

GMBXF vs JEPI: Complete Analysis 2026

GMBXFStock

Grupo México, S.A.B. de C.V. engages in copper production, freight transportation, and infrastructure businesses worldwide. The company operates through Mining, Transportation, and Infrastructure divisions. The Mining division explores for copper, silver, molybdenum, zinc, sulfuric acid, gold, and selenium. It owns interests in 15 underground and open pit mines, and 8 exploration projects in Mexico, Peru, the United States, Argentina, Chile, Ecuador, and Spain. The Transportation division offers railroad transportation services, including general hauling and intermodal freight services by railroad; passenger transportation services; and auxiliary terminal management and intra-terminal hauling services. This division provides railroad services for the agriculture, automotive, cement, energy, intermodal, metals and minerals, industrial products, and chemical and fertilizer sectors. It operates a railroad network of 11,131 km across 24 states in Mexico. The Infrastructure division offers land and ocean drilling services; and engineering services. It also generates energy through a combined cycle plant and wind farm; and constructs and operates Salamanca-León highway and Silao Bypas. Grupo México, S.A.B. de C.V. was founded in 1890 and is based in Mexico City, Mexico.

Full GMBXF Calculator →

JEPIETF

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.

Full JEPI Calculator →
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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.