HomeCompareJESCF vs EQR

JESCF vs EQR: Dividend Comparison 2026

JESCF yields 3.40% · EQR yields 5.87%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JESCF wins by $6.45M in total portfolio value· pulled ahead in Year 2
10 years
JESCF
JESCF
● Live price
3.40%
Share price
$5.20
Annual div
$0.18
5Y div CAGR
72.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$6.50M
Annual income
$5,230,724.71
Full JESCF calculator →
EQR
EQR
● Live price
5.87%
Share price
$59.15
Annual div
$3.47
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$5,475.61
Full EQR calculator →

Portfolio growth — JESCF vs EQR

📍 JESCF pulled ahead of the other in Year 2

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 PeriodJESCFEQR
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, JESCF + EQR cover 0 of 12 monthsgood coverage

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

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

JESCF
Annual income on $10K today (after 15% tax)
$288.64/yr
After 10yr DRIP, annual income (after tax)
$4,446,116.00/yr
EQR
Annual income on $10K today (after 15% tax)
$499.01/yr
After 10yr DRIP, annual income (after tax)
$4,654.27/yr
At 15% tax rate, JESCF beats the other by $4,441,461.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JESCF + EQR for your $10,000?

JESCF: 50%EQR: 50%
100% EQR50/50100% JESCF
Portfolio after 10yr
$3.27M
Annual income
$2,618,100.15/yr
Blended yield
79.97%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

JESCF
No analyst data
Altman Z
7.1
Piotroski
5/9
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+18.9% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
Piotroski
7/9
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)

JESCF buys
0
EQR buys
0
No recent congressional trades found for JESCF or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJESCFEQR
Forward yield3.40%5.87%
Annual dividend / share$0.18$3.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR72.9%15.8%
Portfolio after 10y$6.50M$47.8K
Annual income after 10y$5,230,724.71$5,475.61
Total dividends collected$6.37M$23.0K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: JESCF vs EQR ($10,000, DRIP)

YearJESCF PortfolioJESCF Income/yrEQR PortfolioEQR Income/yrGap
1$11,287$587.13$11,380$679.82$93.00EQR
2← crossover$13,148$1,070.85$13,014$837.25+$134.00JESCF
3$16,084$2,015.66$14,961$1,036.20+$1.1KJESCF
4$21,194$3,984.41$17,297$1,289.22+$3.9KJESCF
5$31,162$8,483.97$20,121$1,613.15+$11.0KJESCF
6$53,500$20,156.46$23,561$2,030.84+$29.9KJESCF
7$113,163$55,918.10$27,783$2,573.54+$85.4KJESCF
8$312,208$191,124.14$33,013$3,284.39+$279.2KJESCF
9$1,186,118$852,054.66$39,547$4,223.51+$1.15MJESCF
10$6,499,871$5,230,724.71$47,791$5,475.61+$6.45MJESCF

JESCF vs EQR: Complete Analysis 2026

JESCFStock

JPMorgan European Smaller Companies Trust plc is a closed ended equity mutual fund launched and managed by JPMorgan Funds Limited. The fund is co-managed by JPMorgan Asset Management (UK) Limited. It invests in the public equity markets of Europe, excluding the United Kingdom. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in growth and value stocks of small cap companies. The fund benchmarks the performance of its portfolio against the Euromoney Smaller European Companies (ex UK) Total Return Index. It was formerly known as JPMorgan European Fledgeling Investment Trust plc. JPMorgan European Smaller Companies Trust plc was formed on April 24, 1990 and is domiciled in the United Kingdom.

Full JESCF Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR 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.