HomeCompareJDBAX vs JNJ

JDBAX vs JNJ: Dividend Comparison 2026

JDBAX yields 8.67% · JNJ yields 2.13%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JDBAX wins by $5.2K in total portfolio value
10 years
JDBAX
JDBAX
● Live price
8.67%
Share price
$45.52
Annual div
$3.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.5K
Annual income
$1,499.15
Full JDBAX calculator →
JNJ
Johnson & Johnson
● Live price
2.13%
Share price
$244.44
Annual div
$5.20
5Y div CAGR
28%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.3K
Annual income
$4,689.40
Full JNJ calculator →

Portfolio growth — JDBAX vs JNJ

📍 JDBAX 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 PeriodJDBAXJNJ
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, JDBAX + JNJ cover 0 of 12 monthsgood coverage

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

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

JDBAX
Annual income on $10K today (after 15% tax)
$737.07/yr
After 10yr DRIP, annual income (after tax)
$1,274.28/yr
JNJ
Annual income on $10K today (after 15% tax)
$180.82/yr
After 10yr DRIP, annual income (after tax)
$3,985.99/yr
At 15% tax rate, JNJ beats the other by $2,711.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JDBAX + JNJ for your $10,000?

JDBAX: 50%JNJ: 50%
100% JNJ50/50100% JDBAX
Portfolio after 10yr
$32.9K
Annual income
$3,094.28/yr
Blended yield
9.41%
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Analyst Conviction Gap

Where Wall Street is most bullish on JNJ right now

JDBAX
No analyst data
JNJ
Analyst Ratings
20
Buy
17
Hold
3
Sell
Consensus: Buy
Price Target
$228.73
-6.4% upside vs current
Range: $190.00 — $265.00
Altman Z
5.2
Piotroski
4/9
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)

JDBAX buys
0
JNJ buys
0
No recent congressional trades found for JDBAX or JNJ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDBAXJNJ
Forward yield8.67%2.13%
Annual dividend / share$3.95$5.20
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%28%
Portfolio after 10y$35.5K$30.3K
Annual income after 10y$1,499.15$4,689.40
Total dividends collected$11.9K$15.4K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: JDBAX vs JNJ ($10,000, DRIP)

YearJDBAX PortfolioJDBAX Income/yrJNJ PortfolioJNJ Income/yrGap
1← crossover$11,567$867.14$10,592$272.30+$975.00JDBAX
2$13,314$937.41$11,289$357.73+$2.0KJDBAX
3$15,255$1,008.41$12,123$472.89+$3.1KJDBAX
4$17,402$1,079.79$13,141$629.86+$4.3KJDBAX
5$19,772$1,151.22$14,408$846.81+$5.4KJDBAX
6$22,378$1,222.39$16,021$1,151.60+$6.4KJDBAX
7$25,238$1,293.02$18,122$1,588.22+$7.1KJDBAX
8$28,367$1,362.85$20,930$2,228.20+$7.4KJDBAX
9$31,784$1,431.63$24,792$3,191.91+$7.0KJDBAX
10$35,508$1,499.15$30,274$4,689.40+$5.2KJDBAX

JDBAX vs JNJ: Complete Analysis 2026

JDBAXStock

The fund pursues its investment objective by normally investing 35-65% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. The fund may also invest in money market instruments. It may invest in fixed and floating rate obligations with varying durations. The fund will limit its investments in high-yield/high-risk bonds to 35% of the fixed-income portion of its net assets.

Full JDBAX Calculator →

JNJHealthcare

Johnson & Johnson, together with its subsidiaries, researches and develops, manufactures, and sells various products in the healthcare field worldwide, but strategically separated its Consumer Health business into Kenvue Inc. in 2023 to focus on its higher-growth, innovation-driven segments; the former Consumer Health brands (including TYLENOL, LISTERINE, and BAND-AID) are now owned by Kenvue. The company's core focus is now split between its Innovative Medicine (formerly Pharmaceutical) segment, which offers prescription products for complex diseases such as rheumatoid arthritis, various cancers, HIV/AIDS, and neurodegenerative disorders; and its MedTech (Medical Devices) segment, which provides advanced technology solutions including electrophysiology products, neurovascular care products, orthopaedics (hips, knees, spine), advanced surgery solutions, and disposable contact lenses under the ACUVUE brand. Company's two remaining segments primarily serve hospitals, healthcare professionals, wholesalers, and retailers, continuing its mission of advancing human health since its founding in 1886 and its current basing in New Brunswick, New Jersey.

Full JNJ 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.