HomeCompareJAGLX vs DVY

JAGLX vs DVY: Dividend Comparison 2026

JAGLX yields 4.70% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JAGLX wins by $2.2K in total portfolio value
10 years
JAGLX
JAGLX
● Live price
4.70%
Share price
$77.42
Annual div
$3.64
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.2K
Annual income
$635.64
Full JAGLX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — JAGLX vs DVY

📍 JAGLX 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 PeriodJAGLXDVY
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, JAGLX + DVY cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAGLX
Annual income on $10K today (after 15% tax)
$399.79/yr
After 10yr DRIP, annual income (after tax)
$540.29/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, JAGLX beats the other by $172.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JAGLX + DVY for your $10,000?

JAGLX: 50%DVY: 50%
100% DVY50/50100% JAGLX
Portfolio after 10yr
$26.1K
Annual income
$534.27/yr
Blended yield
2.05%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAGLX buys
0
DVY buys
0
No recent congressional trades found for JAGLX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAGLXDVY
Forward yield4.70%3.46%
Annual dividend / share$3.64$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.2K$25.0K
Annual income after 10y$635.64$432.91
Total dividends collected$5.6K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JAGLX vs DVY ($10,000, DRIP)

YearJAGLX PortfolioJAGLX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,170$470.34$11,046$346.43+$124.00JAGLX
2$12,443$491.01$12,177$357.65+$266.00JAGLX
3$13,825$511.18$13,398$368.47+$427.00JAGLX
4$15,324$530.81$14,715$378.89+$609.00JAGLX
5$16,947$549.85$16,134$388.90+$813.00JAGLX
6$18,701$568.29$17,662$398.51+$1.0KJAGLX
7$20,596$586.10$19,306$407.71+$1.3KJAGLX
8$22,641$603.27$21,074$416.50+$1.6KJAGLX
9$24,846$619.78$22,974$424.90+$1.9KJAGLX
10$27,221$635.64$25,015$432.91+$2.2KJAGLX

JAGLX vs DVY: Complete Analysis 2026

JAGLXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that the portfolio manager believes have a life science orientation. In the fund's pursuit of companies with a life science orientation, the fund has a fundamental policy to normally invest at least 25% of its total assets in securities of companies that are categorized in the "life sciences" sector.

Full JAGLX Calculator →

DVYETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY Calculator →
📬

Get this JAGLX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JAGLX vs SCHDJAGLX vs JEPIJAGLX vs OJAGLX vs KOJAGLX 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.