HomeCompareJDMRX vs DIVO

JDMRX vs DIVO: Dividend Comparison 2026

JDMRX yields 9.08% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDMRX wins by $5.8K in total portfolio value
10 years
JDMRX
JDMRX
● Live price
9.08%
Share price
$114.25
Annual div
$10.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.5K
Annual income
$1,608.31
Full JDMRX 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 — JDMRX vs DIVO

📍 JDMRX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJDMRXDIVO
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%.
📅

Dividend Calendar Overlap

Combined, JDMRX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JDMRX pays
DIVO pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JDMRX
Annual income on $10K today (after 15% tax)
$771.43/yr
After 10yr DRIP, annual income (after tax)
$1,367.06/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, JDMRX beats the other by $532.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDMRX: 50%DIVO: 50%
100% DIVO50/50100% JDMRX
Portfolio after 10yr
$33.6K
Annual income
$1,295.00/yr
Blended yield
3.85%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDMRX buys
0
DIVO buys
0
No recent congressional trades found for JDMRX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDMRXDIVO
Forward yield9.08%6.49%
Annual dividend / share$10.37$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.5K$30.7K
Annual income after 10y$1,608.31$981.68
Total dividends collected$12.6K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJDMRX PortfolioJDMRX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,608$907.57$11,349$649.42+$259.00JDMRX
2$13,405$984.55$12,833$688.83+$572.00JDMRX
3$15,406$1,062.59$14,459$727.90+$947.00JDMRX
4$17,625$1,141.32$16,238$766.49+$1.4KJDMRX
5$20,079$1,220.34$18,179$804.47+$1.9KJDMRX
6$22,784$1,299.30$20,293$841.71+$2.5KJDMRX
7$25,757$1,377.88$22,591$878.14+$3.2KJDMRX
8$29,016$1,455.76$25,087$913.65+$3.9KJDMRX
9$32,580$1,532.65$27,791$948.18+$4.8KJDMRX
10$36,468$1,608.31$30,718$981.68+$5.8KJDMRX

JDMRX vs DIVO: Complete Analysis 2026

JDMRXStock

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

Full JDMRX 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 →
📬

Get this JDMRX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JDMRX vs SCHDJDMRX vs JEPIJDMRX vs OJDMRX vs KOJDMRX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.