HomeCompareJCAPX vs DIVO

JCAPX vs DIVO: Dividend Comparison 2026

JCAPX yields 13.16% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JCAPX wins by $16.8K in total portfolio value
10 years
JCAPX
JCAPX
● Live price
13.16%
Share price
$52.95
Annual div
$6.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.5K
Annual income
$2,980.90
Full JCAPX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — JCAPX vs DIVO

📍 JCAPX 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 PeriodJCAPXDIVO
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, JCAPX + DIVO cover 0 of 12 monthsgood coverage

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

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

JCAPX
Annual income on $10K today (after 15% tax)
$1,118.39/yr
After 10yr DRIP, annual income (after tax)
$2,533.77/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, JCAPX beats the other by $1,699.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JCAPX + DIVO for your $10,000?

JCAPX: 50%DIVO: 50%
100% DIVO50/50100% JCAPX
Portfolio after 10yr
$39.1K
Annual income
$1,981.29/yr
Blended yield
5.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCAPX buys
0
DIVO buys
0
No recent congressional trades found for JCAPX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCAPXDIVO
Forward yield13.16%6.49%
Annual dividend / share$6.97$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.5K$30.7K
Annual income after 10y$2,980.90$981.68
Total dividends collected$21.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JCAPX vs DIVO ($10,000, DRIP)

YearJCAPX PortfolioJCAPX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,016$1,315.76$11,349$649.42+$667.00JCAPX
2$14,334$1,477.55$12,833$688.83+$1.5KJCAPX
3$16,985$1,647.36$14,459$727.90+$2.5KJCAPX
4$19,998$1,824.29$16,238$766.49+$3.8KJCAPX
5$23,406$2,007.42$18,179$804.47+$5.2KJCAPX
6$27,240$2,195.73$20,293$841.71+$6.9KJCAPX
7$31,535$2,388.24$22,591$878.14+$8.9KJCAPX
8$36,326$2,583.93$25,087$913.65+$11.2KJCAPX
9$41,651$2,781.81$27,791$948.18+$13.9KJCAPX
10$47,547$2,980.90$30,718$981.68+$16.8KJCAPX

JCAPX vs DIVO: Complete Analysis 2026

JCAPXStock

The investment seeks long-term growth of capital. The fund pursues its investment objective by normally investing primarily in a core group of 30-40 common stocks selected for their growth potential. It may invest in companies of any size, but will invest primarily in larger, well-established companies. The fund may also invest in foreign securities, which may include investments in emerging markets. It is non-diversified.

Full JCAPX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.