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JCBUX vs O: Dividend Comparison 2026

JCBUX yields 4.21% · O yields 5.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JCBUX wins by $3.6K in total portfolio value
10 years
JCBUX
JCBUX
● Live price
4.21%
Share price
$10.33
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$551.16
Full JCBUX calculator →
O
Realty Income Corporation
● Live price
5.97%
Share price
$52.30
Annual div
$3.12
5Y div CAGR
3.2%
Payout ratio
76%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$1,416.15
Full O calculator →

Portfolio growth — JCBUX vs O

📍 JCBUX 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 PeriodJCBUXO
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, JCBUX + O cover 8 of 12 months — good coverage

Jan
O
Feb
O
Mar
—
Apr
—
May
—
Jun
—
Jul
O
Aug
O
Sep
O
Oct
O
Nov
O
Dec
O
JCBUX pays
O pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JCBUX
Annual income on $10K today (after 15% tax)
$357.66/yr
After 10yr DRIP, annual income (after tax)
$468.49/yr
O
Annual income on $10K today (after 15% tax)
$507.07/yr
After 10yr DRIP, annual income (after tax)
$1,203.73/yr
At 15% tax rate, O beats the other by $735.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JCBUX + O for your $10,000?

JCBUX: 50%O: 50%
100% O50/50100% JCBUX
Portfolio after 10yr
$24.5K
Annual income
$983.66/yr
Blended yield
4.01%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

JCBUX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+22.4% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
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)

JCBUX buys
0
O buys
0
No recent congressional trades found for JCBUX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJCBUXO
Forward yield4.21%5.97% ✓
Annual dividend / share$0.43$3.12 ✓
Payout ratio50% ✓76%
1-year div growth0%2.8% ✓
5-year div CAGR0%3.2% ✓
Portfolio after 10y$26.3K ✓$22.7K
Annual income after 10y$551.16$1,416.15 ✓
Total dividends collected$4.9K$9.6K ✓
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: JCBUX vs O ($10,000, DRIP)

YearJCBUX PortfolioJCBUX Income/yrO PortfolioO Income/yrGap
1← crossover$11,121$420.77$10,826$615.65+$295.00 → JCBUX
2$12,337$437.32$11,727$673.66+$610.00 → JCBUX
3$13,654$453.39$12,710$737.59+$944.00 → JCBUX
4$15,078$468.97$13,785$808.08+$1.3K → JCBUX
5$16,618$484.02$14,961$885.87+$1.7K → JCBUX
6$18,279$498.54$16,247$971.76+$2.0K → JCBUX
7$20,072$512.52$17,655$1,066.66+$2.4K → JCBUX
8$22,003$525.95$19,197$1,171.57+$2.8K → JCBUX
9$24,082$538.83$20,888$1,287.65+$3.2K → JCBUX
10$26,318$551.16$22,743$1,416.15+$3.6K → JCBUX

JCBUX vs O: Complete Analysis 2026

JCBUX — Stock

The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.

Full JCBUX Calculator →

O — REIT

Nicknamed 'The Monthly Dividend Company', Realty Income is a net-lease REIT with 15,000+ properties across the US and Europe. It has paid monthly dividends for 55+ consecutive years with 126 dividend increases since 1994 — a true Dividend Aristocrat. Its tenants include Walgreens, Dollar General, and FedEx. A cornerstone holding for income investors.

Full O 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.