Is JCAPX or DVY a better dividend investment in 2026?

JCAPX currently yields 13.16% with a 5% 5-year dividend growth rate. DVY yields 3.46% with 5% growth. The better choice depends on your goal: JCAPX offers higher current income.

What is the dividend yield difference between JCAPX and DVY?

JCAPX has a forward dividend yield of 13.16% ($6.97/share annually). DVY yields 3.46% ($5.25/share annually). The yield gap is 9.70 percentage points.

Home › Compare › JCAPX vs DVY

JCAPX vs DVY: Dividend Comparison 2026

JCAPX yields 13.16% · DVY yields 3.46%● Live data

vsPost on X →

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

🏆 JCAPX wins by $22.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JCAPX

● Live price

13.16%

Share price

$52.95

Annual div

$6.97

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.5K

Annual income

$2,980.90

Full JCAPX calculator →

DVY

● Live price

3.46%

Share price

$151.41

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.0K

Annual income

$432.91

Full DVY calculator →

Portfolio growth — JCAPX vs DVY

📍 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 Period	JCAPX	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%.

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Dividend Calendar Overlap

Combined, JCAPX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JCAPX pays

DVY 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

DVY

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

$294.47/yr

After 10yr DRIP, annual income (after tax)

$367.97/yr

At 15% tax rate, JCAPX beats the other by $2,165.79/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 JCAPX + DVY for your $10,000?

JCAPX: 50%DVY: 50%

100% DVY50/50100% JCAPX

Portfolio after 10yr

$36.3K

Annual income

$1,706.90/yr

Blended yield

4.70%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JCAPX buys

DVY buys

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

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

MetricJCAPXDVY

Forward yield	13.16% ✓	3.46%
Annual dividend / share	$6.97 ✓	$5.25
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$47.5K ✓	$25.0K
Annual income after 10y	$2,980.90 ✓	$432.91
Total dividends collected	$21.2K ✓	$3.9K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

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

Year	JCAPX Portfolio	JCAPX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$12,016	$1,315.76	$11,046	$346.43	+$970.00 → JCAPX
2	$14,334	$1,477.55	$12,177	$357.65	+$2.2K → JCAPX
3	$16,985	$1,647.36	$13,398	$368.47	+$3.6K → JCAPX
4	$19,998	$1,824.29	$14,715	$378.89	+$5.3K → JCAPX
5	$23,406	$2,007.42	$16,134	$388.90	+$7.3K → JCAPX
6	$27,240	$2,195.73	$17,662	$398.51	+$9.6K → JCAPX
7	$31,535	$2,388.24	$19,306	$407.71	+$12.2K → JCAPX
8	$36,326	$2,583.93	$21,074	$416.50	+$15.3K → JCAPX
9	$41,651	$2,781.81	$22,974	$424.90	+$18.7K → JCAPX
10	$47,547	$2,980.90	$25,015	$432.91	+$22.5K → JCAPX

JCAPX vs DVY: Complete Analysis 2026

JCAPX — Stock

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 →

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 →

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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.