HomeCompareJBAXY vs BTI

JBAXY vs BTI: Dividend Comparison 2026

JBAXY yields 4.54% · BTI yields 5.38%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JBAXY wins by $2.87M in total portfolio value
10 years
JBAXY
JBAXY
● Live price
4.54%
Share price
$14.75
Annual div
$0.67
5Y div CAGR
61.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.90M
Annual income
$2,130,323.41
Full JBAXY calculator →
BTI
BTI
● Live price
5.38%
Share price
$58.47
Annual div
$3.15
5Y div CAGR
11.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.7K
Annual income
$2,786.64
Full BTI calculator →

Portfolio growth — JBAXY vs BTI

📍 JBAXY 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 PeriodJBAXYBTI
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, JBAXY + BTI cover 0 of 12 monthsgood coverage

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

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

JBAXY
Annual income on $10K today (after 15% tax)
$386.10/yr
After 10yr DRIP, annual income (after tax)
$1,810,774.90/yr
BTI
Annual income on $10K today (after 15% tax)
$457.40/yr
After 10yr DRIP, annual income (after tax)
$2,368.64/yr
At 15% tax rate, JBAXY beats the other by $1,808,406.25/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of JBAXY + BTI for your $10,000?

JBAXY: 50%BTI: 50%
100% BTI50/50100% JBAXY
Portfolio after 10yr
$1.47M
Annual income
$1,066,555.03/yr
Blended yield
72.51%
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Analyst Conviction Gap

Where Wall Street is most bullish on BTI right now

JBAXY
Analyst Ratings
1
Buy
1
Hold
Consensus: Buy
Altman Z
0.3
Piotroski
7/9
BTI
Analyst Ratings
12
Buy
4
Hold
2
Sell
Consensus: Buy
Price Target
$40.00
-31.6% upside vs current
Range: $40.00 — $40.00
Altman Z
2.1
Piotroski
7/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBAXY buys
0
BTI buys
0
No recent congressional trades found for JBAXY or BTI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJBAXYBTI
Forward yield4.54%5.38%
Annual dividend / share$0.67$3.15
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR61.3%11.3%
Portfolio after 10y$2.90M$37.7K
Annual income after 10y$2,130,323.41$2,786.64
Total dividends collected$2.81M$14.3K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples
Analyst consensusBuyBuy

Year-by-year: JBAXY vs BTI ($10,000, DRIP)

YearJBAXY PortfolioJBAXY Income/yrBTI PortfolioBTI Income/yrGap
1← crossover$11,433$732.68$11,299$598.92+$134.00JBAXY
2$13,496$1,262.75$12,794$703.91+$702.00JBAXY
3$16,687$2,247.06$14,518$829.07+$2.2KJBAXY
4$22,044$4,188.51$16,513$978.64+$5.5KJBAXY
5$31,928$8,340.88$18,827$1,157.84+$13.1KJBAXY
6$52,374$18,211.38$21,518$1,373.12+$30.9KJBAXY
7$101,075$45,033.95$24,657$1,632.46+$76.4KJBAXY
8$239,162$131,012.66$28,329$1,945.74+$210.8KJBAXY
9$723,224$467,320.58$32,637$2,325.33+$690.6KJBAXY
10$2,904,174$2,130,323.41$37,708$2,786.64+$2.87MJBAXY

JBAXY vs BTI: Complete Analysis 2026

JBAXYStock

Julius Bär Gruppe AG provides wealth management solutions in Switzerland, Europe, Americas, Asia, and internationally. Its solutions include discretionary mandates, investment advisory mandates, securities execution and advisory, foreign exchange and precious metals, family office services, Lombard lending, structured products, global custody, real estate advisory and financing, and wealth planning. It also operates an open product and service platform. Julius Bär Gruppe AG was founded in 1890 and is headquartered in Zurich, Switzerland.

Full JBAXY Calculator →

BTIConsumer Staples

British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.

Full BTI 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.