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JFIVX vs DVY: Dividend Comparison 2026

JFIVX yields 2.66% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DVY wins by $1.4K in total portfolio value
10 years
JFIVX
JFIVX
● Live price
2.66%
Share price
$67.03
Annual div
$1.78
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.7K
Annual income
$315.20
Full JFIVX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — JFIVX vs DVY

📍 DVY 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 PeriodJFIVXDVY
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, JFIVX + DVY cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

JFIVX
Annual income on $10K today (after 15% tax)
$225.74/yr
After 10yr DRIP, annual income (after tax)
$267.92/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, DVY beats the other by $100.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JFIVX + DVY for your $10,000?

JFIVX: 50%DVY: 50%
100% DVY50/50100% JFIVX
Portfolio after 10yr
$24.3K
Annual income
$374.05/yr
Blended yield
1.54%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JFIVX buys
0
DVY buys
0
No recent congressional trades found for JFIVX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJFIVXDVY
Forward yield2.66%3.46% ✓
Annual dividend / share$1.78$5.25 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.7K$25.0K ✓
Annual income after 10y$315.20$432.91 ✓
Total dividends collected$2.9K$3.9K ✓
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JFIVX vs DVY ($10,000, DRIP)

YearJFIVX PortfolioJFIVX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$10,966$265.57$11,046$346.43$80.00 → DVY
2$12,005$272.16$12,177$357.65$172.00 → DVY
3$13,124$278.48$13,398$368.47$274.00 → DVY
4$14,327$284.51$14,715$378.89$388.00 → DVY
5$15,621$290.28$16,134$388.90$513.00 → DVY
6$17,010$295.77$17,662$398.51$652.00 → DVY
7$18,501$301.01$19,306$407.71$805.00 → DVY
8$20,103$305.98$21,074$416.50$971.00 → DVY
9$21,820$310.71$22,974$424.90$1.2K → DVY
10$23,663$315.20$25,015$432.91$1.4K → DVY

JFIVX vs DVY: Complete Analysis 2026

JFIVX — Stock

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

Full JFIVX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.