HomeCompareJAFIX vs DIVO

JAFIX vs DIVO: Dividend Comparison 2026

JAFIX yields 4.62% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $3.6K in total portfolio value
10 years
JAFIX
JAFIX
● Live price
4.62%
Share price
$9.29
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.1K
Annual income
$621.15
Full JAFIX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — JAFIX vs DIVO

📍 DIVO pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

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

Crisis PeriodJAFIXDIVO
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, JAFIX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JAFIX pays
DIVO pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JAFIX
Annual income on $10K today (after 15% tax)
$392.72/yr
After 10yr DRIP, annual income (after tax)
$527.98/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, DIVO beats the other by $306.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JAFIX + DIVO for your $10,000?

JAFIX: 50%DIVO: 50%
100% DIVO50/50100% JAFIX
Portfolio after 10yr
$28.9K
Annual income
$801.41/yr
Blended yield
2.77%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAFIX buys
0
DIVO buys
0
No recent congressional trades found for JAFIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAFIXDIVO
Forward yield4.62%6.49%
Annual dividend / share$0.43$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.1K$30.7K
Annual income after 10y$621.15$981.68
Total dividends collected$5.5K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JAFIX vs DIVO ($10,000, DRIP)

YearJAFIX PortfolioJAFIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,162$462.02$11,349$649.42$187.00DIVO
2$12,425$481.97$12,833$688.83$408.00DIVO
3$13,797$501.42$14,459$727.90$662.00DIVO
4$15,283$520.33$16,238$766.49$955.00DIVO
5$16,891$538.68$18,179$804.47$1.3KDIVO
6$18,630$556.42$20,293$841.71$1.7KDIVO
7$20,508$573.55$22,591$878.14$2.1KDIVO
8$22,533$590.05$25,087$913.65$2.6KDIVO
9$24,716$605.92$27,791$948.18$3.1KDIVO
10$27,068$621.15$30,718$981.68$3.6KDIVO

JAFIX vs DIVO: Complete Analysis 2026

JAFIXStock

The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, commercial and residential mortgage-backed securities, asset-backed securities, credit risk transfer securities (“CRTs”), and money market instruments. It will invest at least 65% of its net assets in investment grade debt securities. The fund will limit its investment in high-yield/high-risk bonds (also known as "junk" bonds) to 35% or less of its net assets.

Full JAFIX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO Calculator →
📬

Get this JAFIX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JAFIX vs SCHDJAFIX vs JEPIJAFIX vs OJAFIX vs KOJAFIX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.