Is JAVTX or DVY a better dividend investment in 2026?

JAVTX currently yields 6.04% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: JAVTX offers higher current income.

What is the dividend yield difference between JAVTX and DVY?

JAVTX has a forward dividend yield of 6.04% ($4.73/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 2.54 percentage points.

Home › Compare › JAVTX vs DVY

JAVTX vs DVY: Dividend Comparison 2026

JAVTX yields 6.04% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 JAVTX wins by $4.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JAVTX

● Live price

6.04%

Share price

$78.33

Annual div

$4.73

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$29.8K

Annual income

$887.89

Full JAVTX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — JAVTX vs DVY

📍 JAVTX 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	JAVTX	DVY
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, JAVTX + DVY cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JAVTX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JAVTX

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

$513.53/yr

After 10yr DRIP, annual income (after tax)

$754.71/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, JAVTX beats the other by $382.59/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

JAVTX: 50%DVY: 50%

100% DVY50/50100% JAVTX

Portfolio after 10yr

$27.4K

Annual income

$662.83/yr

Blended yield

2.42%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAVTX buys

DVY buys

No recent congressional trades found for JAVTX or DVY in the last 90 days.

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

MetricJAVTXDVY

Forward yield	6.04% ✓	3.50%
Annual dividend / share	$4.73	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$29.8K ✓	$25.1K
Annual income after 10y	$887.89 ✓	$437.78
Total dividends collected	$7.5K ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JAVTX Portfolio	JAVTX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$11,304	$604.15	$11,050	$349.62	+$254.00 → JAVTX
2	$12,734	$638.27	$12,184	$361.04	+$550.00 → JAVTX
3	$14,297	$671.95	$13,409	$372.07	+$888.00 → JAVTX
4	$16,003	$705.09	$14,730	$382.68	+$1.3K → JAVTX
5	$17,861	$737.58	$16,154	$392.89	+$1.7K → JAVTX
6	$19,880	$769.36	$17,688	$402.69	+$2.2K → JAVTX
7	$22,072	$800.33	$19,338	$412.07	+$2.7K → JAVTX
8	$24,448	$830.44	$21,113	$421.04	+$3.3K → JAVTX
9	$27,019	$859.64	$23,020	$429.61	+$4.0K → JAVTX
10	$29,798	$887.89	$25,070	$437.78	+$4.7K → JAVTX

JAVTX vs DVY: Complete Analysis 2026

JAVTX — Stock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JAVTX Calculator →

DVY — ETF

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 JAVTX vs DVY comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JAVTX vs SCHD JAVTX vs JEPI JAVTX vs O JAVTX vs KO JAVTX 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.