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JERTX vs GBDC: Dividend Comparison 2026

JERTX yields 3.09% · GBDC yields 4.00%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 GBDC wins by $3.7K in total portfolio value
10 years
JERTX
JERTX
● Live price
3.09%
Share price
$12.21
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.4K
Annual income
$376.53
Full JERTX calculator →
GBDC
GBDC
● Live price
4.00%
Share price
$50.00
Annual div
$2.00
5Y div CAGR
5%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.0K
Annual income
$899.19
Full GBDC calculator →

Portfolio growth — JERTX vs GBDC

📍 GBDC 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 PeriodJERTXGBDC
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, JERTX + GBDC cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
JERTX pays
GBDC pays
Both pay
Neither
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Tax Bracket Optimizer

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

JERTX
Annual income on $10K today (after 15% tax)
$262.34/yr
After 10yr DRIP, annual income (after tax)
$320.05/yr
GBDC
Annual income on $10K today (after 15% tax)
$340.00/yr
After 10yr DRIP, annual income (after tax)
$764.31/yr
At 15% tax rate, GBDC beats the other by $444.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JERTX + GBDC for your $10,000?

JERTX: 50%GBDC: 50%
100% GBDC50/50100% JERTX
Portfolio after 10yr
$26.2K
Annual income
$637.86/yr
Blended yield
2.43%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on GBDC right now

JERTX
No analyst data
GBDC
Analyst Ratings
6
Buy
5
Hold
Consensus: Buy
Price Target
$14.00
-72.0% upside vs current
Range: $13.00 — $15.00
Altman Z
0.6
Piotroski
6/9
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)

JERTX buys
0
GBDC buys
0
No recent congressional trades found for JERTX or GBDC in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJERTXGBDC
Forward yield3.09%4.00% ✓
Annual dividend / share$0.38$2.00 ✓
Payout ratio50%50%
1-year div growth0%5% ✓
5-year div CAGR0%5% ✓
Portfolio after 10y$24.4K$28.0K ✓
Annual income after 10y$376.53$899.19 ✓
Total dividends collected$3.4K$6.4K ✓
Payment frequencyquarterlyquarterly
SectorStockBDC

Year-by-year: JERTX vs GBDC ($10,000, DRIP)

YearJERTX PortfolioJERTX Income/yrGBDC PortfolioGBDC Income/yrGap
1← crossover$11,009$308.64$11,120$420.00$111.00 → GBDC
2$12,097$317.54$12,357$458.31$260.00 → GBDC
3$13,270$326.10$13,721$499.76$451.00 → GBDC
4$14,533$334.32$15,227$544.58$694.00 → GBDC
5$15,892$342.19$16,885$593.02$993.00 → GBDC
6$17,355$349.72$18,713$645.34$1.4K → GBDC
7$18,926$356.91$20,724$701.81$1.8K → GBDC
8$20,615$363.77$22,938$762.73$2.3K → GBDC
9$22,428$370.31$25,372$828.41$2.9K → GBDC
10$24,375$376.53$28,047$899.19$3.7K → GBDC

JERTX vs GBDC: Complete Analysis 2026

JERTX — Stock

The fund pursues its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of real estate-related companies. Such companies may include those in the real estate industry or real estate-related industries. These securities may include common stocks, preferred stocks, and other equity securities, including, but not limited to, REITs and similar REIT-like entities, such as foreign entities that have REIT characteristics and real estate operating companies.

Full JERTX Calculator →

GBDC — BDC

GBDC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in GBDC shares.

Full GBDC 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.