Is JBFRX or ORCC a better dividend investment in 2026?

JBFRX currently yields 4.47% with a 5% 5-year dividend growth rate. ORCC yields 4.00% with 5% growth. The better choice depends on your goal: JBFRX offers higher current income.

What is the dividend yield difference between JBFRX and ORCC?

JBFRX has a forward dividend yield of 4.47% ($0.60/share annually). ORCC yields 4.00% ($2.00/share annually). The yield gap is 0.47 percentage points.

Home › Compare › JBFRX vs ORCC

JBFRX vs ORCC: Dividend Comparison 2026

JBFRX yields 4.47% · ORCC yields 4.00%● Live data

vsPost on X →

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

🏆 ORCC wins by $1.3K in total portfolio value· pulled ahead in Year 4

INVESTMENT

TIME HORIZON10 years

JBFRX

● Live price

4.47%

Share price

$13.50

Annual div

$0.60

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.8K

Annual income

$594.76

Full JBFRX calculator →

ORCC

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full ORCC calculator →

Portfolio growth — JBFRX vs ORCC

📍 ORCC pulled ahead of the other in Year 4

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 Period	JBFRX	ORCC
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, JBFRX + ORCC cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JBFRX pays

ORCC pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JBFRX

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

$379.69/yr

After 10yr DRIP, annual income (after tax)

$505.55/yr

ORCC

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

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, ORCC beats the other by $258.77/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 JBFRX + ORCC for your $10,000?

JBFRX: 50%ORCC: 50%

100% ORCC50/50100% JBFRX

Portfolio after 10yr

$27.4K

Annual income

$746.98/yr

Blended yield

2.72%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

JBFRX

No analyst data

ORCC

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$16.00

-68.0% upside vs current

Range: $16.00 — $16.00

Altman Z

0.5

Piotroski

5/9

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.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JBFRX buys

ORCC buys

No recent congressional trades found for JBFRX or ORCC in the last 90 days.

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

MetricJBFRXORCC

Forward yield	4.47% ✓	4.00%
Annual dividend / share	$0.60	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$26.8K	$28.0K ✓
Annual income after 10y	$594.76	$899.19 ✓
Total dividends collected	$5.2K	$6.4K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	BDC

Year-by-year: JBFRX vs ORCC ($10,000, DRIP)

Year	JBFRX Portfolio	JBFRX Income/yr	ORCC Portfolio	ORCC Income/yr	Gap
1	$11,147	$446.69	$11,120	$420.00	+$27.00 → JBFRX
2	$12,392	$465.34	$12,357	$458.31	+$35.00 → JBFRX
3	$13,743	$483.49	$13,721	$499.76	+$22.00 → JBFRX
4← crossover	$15,206	$501.12	$15,227	$544.58	$21.00 → ORCC
5	$16,789	$518.20	$16,885	$593.02	$96.00 → ORCC
6	$18,499	$534.70	$18,713	$645.34	$214.00 → ORCC
7	$20,345	$550.62	$20,724	$701.81	$379.00 → ORCC
8	$22,335	$565.93	$22,938	$762.73	$603.00 → ORCC
9	$24,479	$580.65	$25,372	$828.41	$893.00 → ORCC
10	$26,787	$594.76	$28,047	$899.19	$1.3K → ORCC

JBFRX vs ORCC: Complete Analysis 2026

JBFRX — Stock

The investment seeks a high level of current income consistent with prudent investment risk. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of bonds. The advisor contemplates that at least 75% of its net assets will be in investment-grade debt securities and cash and cash equivalents. It will not invest more than 10% of its total assets in securities denominated in foreign currencies. Under normal market conditions, the advisor does not anticipate investing more than 25% of its total assets in U.S. dollar-denominated foreign securities (excluding Canadian securities).

Full JBFRX Calculator →

ORCC — BDC

ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.

Full ORCC 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.