HomeCompareJAMCX vs DVY

JAMCX vs DVY: Dividend Comparison 2026

JAMCX yields 21.85% · DVY yields 3.50%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JAMCX wins by $56.7K in total portfolio value
10 years
JAMCX
JAMCX
● Live price
21.85%
Share price
$30.35
Annual div
$6.63
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$81.8K
Annual income
$8,174.78
Full JAMCX calculator →
DVY
DVY
● Live price
3.50%
Share price
$150.03
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$437.78
Full DVY calculator →

Portfolio growth — JAMCX vs DVY

📍 JAMCX pulled ahead of the other in Year 1

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 PeriodJAMCXDVY
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, JAMCX + DVY cover 0 of 12 monthsgood coverage

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

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

JAMCX
Annual income on $10K today (after 15% tax)
$1,857.55/yr
After 10yr DRIP, annual income (after tax)
$6,948.56/yr
DVY
Annual income on $10K today (after 15% tax)
$297.17/yr
After 10yr DRIP, annual income (after tax)
$372.11/yr
At 15% tax rate, JAMCX beats the other by $6,576.45/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAMCX: 50%DVY: 50%
100% DVY50/50100% JAMCX
Portfolio after 10yr
$53.4K
Annual income
$4,306.28/yr
Blended yield
8.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAMCX buys
0
DVY buys
0
No recent congressional trades found for JAMCX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAMCXDVY
Forward yield21.85%3.50%
Annual dividend / share$6.63$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$81.8K$25.1K
Annual income after 10y$8,174.78$437.78
Total dividends collected$48.6K$4.0K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJAMCX PortfolioJAMCX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$12,885$2,185.36$11,050$349.62+$1.8KJAMCX
2$16,419$2,631.69$12,184$361.04+$4.2KJAMCX
3$20,702$3,134.02$13,409$372.07+$7.3KJAMCX
4$25,845$3,693.10$14,730$382.68+$11.1KJAMCX
5$31,963$4,308.82$16,154$392.89+$15.8KJAMCX
6$39,180$4,980.19$17,688$402.69+$21.5KJAMCX
7$47,628$5,705.40$19,338$412.07+$28.3KJAMCX
8$57,444$6,481.86$21,113$421.04+$36.3KJAMCX
9$68,771$7,306.29$23,020$429.61+$45.8KJAMCX
10$81,760$8,174.78$25,070$437.78+$56.7KJAMCX

JAMCX vs DVY: Complete Analysis 2026

JAMCXStock

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of mid cap companies. Assets means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations equal to those within the universe of the Russell Midcap® Value Index at the time of purchase.

Full JAMCX 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 →
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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.