Is JAMRX or XYLD a better dividend investment in 2026?

JAMRX currently yields 13.41% with a 5% 5-year dividend growth rate. XYLD yields 11.20% with 0.5% growth. The better choice depends on your goal: JAMRX offers higher current income.

What is the dividend yield difference between JAMRX and XYLD?

JAMRX has a forward dividend yield of 13.41% ($10.72/share annually). XYLD yields 11.20% ($4.30/share annually). The yield gap is 2.21 percentage points.

Home › Compare › JAMRX vs XYLD

JAMRX vs XYLD: Dividend Comparison 2026

JAMRX yields 13.41% · XYLD yields 11.20%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JAMRX wins by $22.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JAMRX

● Live price

13.41%

Share price

$79.93

Annual div

$10.72

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$48.3K

Annual income

$3,084.33

Full JAMRX calculator →

XYLD

Global X S&P 500 Covered Call ETF

● Live price

11.20%

Share price

$38.36

Annual div

$4.30

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.9K

Annual income

$3,351.03

Full XYLD calculator →

Portfolio growth — JAMRX vs XYLD

📍 JAMRX 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 Period	JAMRX	XYLD
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, JAMRX + XYLD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JAMRX pays

XYLD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JAMRX

Annual income on $10K today (after 15% tax)

$1,139.94/yr

After 10yr DRIP, annual income (after tax)

$2,621.68/yr

XYLD

Annual income on $10K today (after 15% tax)

$952.37/yr

After 10yr DRIP, annual income (after tax)

$2,848.38/yr

At 15% tax rate, XYLD beats the other by $226.70/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JAMRX + XYLD for your $10,000?

JAMRX: 50%XYLD: 50%

100% XYLD50/50100% JAMRX

Portfolio after 10yr

$37.1K

Annual income

$3,217.67/yr

Blended yield

8.67%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAMRX buys

XYLD buys

No recent congressional trades found for JAMRX or XYLD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJAMRXXYLD

Forward yield	13.41% ✓	11.20%
Annual dividend / share	$10.72 ✓	$4.30
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$48.3K ✓	$25.9K
Annual income after 10y	$3,084.33	$3,351.03 ✓
Total dividends collected	$21.8K ✓	$20.2K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

Year-by-year: JAMRX vs XYLD ($10,000, DRIP)

Year	JAMRX Portfolio	JAMRX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$12,041	$1,341.10	$10,840	$1,120.44	+$1.2K → JAMRX
2	$14,393	$1,509.19	$11,786	$1,249.59	+$2.6K → JAMRX
3	$17,087	$1,685.98	$12,854	$1,397.78	+$4.2K → JAMRX
4	$20,153	$1,870.55	$14,063	$1,568.33	+$6.1K → JAMRX
5	$23,626	$2,061.93	$15,434	$1,765.19	+$8.2K → JAMRX
6	$27,539	$2,259.09	$16,995	$1,993.14	+$10.5K → JAMRX
7	$31,928	$2,460.97	$18,777	$2,257.95	+$13.2K → JAMRX
8	$36,829	$2,666.50	$20,818	$2,566.58	+$16.0K → JAMRX
9	$42,282	$2,874.63	$23,163	$2,927.50	+$19.1K → JAMRX
10	$48,326	$3,084.33	$25,865	$3,351.03	+$22.5K → JAMRX

JAMRX vs XYLD: Complete Analysis 2026

JAMRX — Stock

The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size, from larger, well-established companies to smaller, emerging growth companies. The fund may lend portfolio securities on a short-term or long-term basis, in an amount equal to up to one-third of its total assets as determined at the time of the loan origination.

Full JAMRX Calculator →

XYLD — ETF

The Global X S&P 500 Covered Call ETF (XYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 BuyWrite Index.

Full XYLD Calculator →

📬

Get this JAMRX vs XYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JAMRX vs SCHD JAMRX vs JEPI JAMRX vs O JAMRX vs KO JAMRX vs MAIN JAMRX vs QYLD JAMRX vs JEPQ JAMRX vs RYLD

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