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JAGG vs O: Dividend Comparison 2026

JAGG yields 4.22% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $7.9K in total portfolio value· pulled ahead in Year 7
10 years
JAGG
JAGG
● Live price
4.22%
Share price
$47.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$553.66
Full JAGG calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — JAGG vs O

📍 O pulled ahead of the other in Year 7

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 PeriodJAGGO
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%.
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Dividend Calendar Overlap

Combined, JAGG + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAGG
Annual income on $10K today (after 15% tax)
$358.94/yr
After 10yr DRIP, annual income (after tax)
$470.61/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $3,866.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JAGG + O for your $10,000?

JAGG: 50%O: 50%
100% O50/50100% JAGG
Portfolio after 10yr
$30.3K
Annual income
$2,828.20/yr
Blended yield
9.34%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

JAGG
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
Piotroski
5/9
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)

JAGG buys
0
O buys
0
No recent congressional trades found for JAGG or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAGGO
Forward yield4.22%5.28%
Annual dividend / share$2.00$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$26.3K$34.2K
Annual income after 10y$553.66$5,102.74
Total dividends collected$4.9K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: JAGG vs O ($10,000, DRIP)

YearJAGG PortfolioJAGG Income/yrO PortfolioO Income/yrGap
1$11,122$422.28$10,818$608.16+$304.00JAGG
2$12,340$438.95$11,787$741.68+$553.00JAGG
3$13,659$455.14$12,946$911.00+$713.00JAGG
4$15,086$470.83$14,345$1,127.94+$741.00JAGG
5$16,628$485.99$16,056$1,409.05+$572.00JAGG
6$18,292$500.63$18,171$1,777.83+$121.00JAGG
7← crossover$20,087$514.71$20,820$2,268.21$733.00O
8$22,022$528.25$24,188$2,929.90$2.2KO
9$24,104$541.23$28,533$3,837.11$4.4KO
10$26,345$553.66$34,235$5,102.74$7.9KO

JAGG vs O: Complete Analysis 2026

JAGGStock

Under normal circumstances, the fund invests at least 80% of its assets in bonds denominated in U.S. dollars. The fund is actively managed and seeks to provide long-term return by principally investing in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities, all of which are rated investment grade by a nationally recognized statistical rating organization or that are unrated but are deemed by the fund's adviser, J.P. Morgan Investment Management Inc. to be of comparable quality.

Full JAGG Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.