Is JGMCX or HDV a better dividend investment in 2026?

JGMCX currently yields 15.99% with a 5% 5-year dividend growth rate. HDV yields 2.92% with 4.8% growth. The better choice depends on your goal: JGMCX offers higher current income.

What is the dividend yield difference between JGMCX and HDV?

JGMCX has a forward dividend yield of 15.99% ($2.96/share annually). HDV yields 2.92% ($3.96/share annually). The yield gap is 13.07 percentage points.

Home › Compare › JGMCX vs HDV

JGMCX vs HDV: Dividend Comparison 2026

JGMCX yields 15.99% · HDV yields 2.92%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JGMCX wins by $32.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JGMCX

● Live price

15.99%

Share price

$18.53

Annual div

$2.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$56.9K

Annual income

$4,280.29

Full JGMCX calculator →

HDV

iShares Core High Dividend ETF

● Live price

2.92%

Share price

$135.72

Annual div

$3.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$351.71

Full HDV calculator →

Portfolio growth — JGMCX vs HDV

📍 JGMCX 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 Period	JGMCX	HDV
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, JGMCX + HDV cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

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JGMCX pays

HDV pays

Both pay

Neither

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Tax Bracket Optimizer

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

JGMCX

Annual income on $10K today (after 15% tax)

$1,359.39/yr

After 10yr DRIP, annual income (after tax)

$3,638.25/yr

HDV

Annual income on $10K today (after 15% tax)

$247.92/yr

After 10yr DRIP, annual income (after tax)

$298.95/yr

At 15% tax rate, JGMCX beats the other by $3,339.29/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of JGMCX + HDV for your $10,000?

JGMCX: 50%HDV: 50%

100% HDV50/50100% JGMCX

Portfolio after 10yr

$40.6K

Annual income

$2,316.01/yr

Blended yield

5.70%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGMCX buys

HDV buys

No recent congressional trades found for JGMCX or HDV in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJGMCXHDV

Forward yield	15.99% ✓	2.92%
Annual dividend / share	$2.96	$3.96 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$56.9K ✓	$24.3K
Annual income after 10y	$4,280.29 ✓	$351.71
Total dividends collected	$28.6K ✓	$3.2K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: JGMCX vs HDV ($10,000, DRIP)

Year	JGMCX Portfolio	JGMCX Income/yr	HDV Portfolio	HDV Income/yr	Gap
1← crossover	$12,299	$1,599.28	$11,002	$291.67	+$1.3K → JGMCX
2	$14,999	$1,838.31	$12,082	$299.61	+$2.9K → JGMCX
3	$18,144	$2,095.10	$13,247	$307.23	+$4.9K → JGMCX
4	$21,782	$2,368.61	$14,503	$314.52	+$7.3K → JGMCX
5	$25,965	$2,657.60	$15,854	$321.50	+$10.1K → JGMCX
6	$30,743	$2,960.64	$17,308	$328.15	+$13.4K → JGMCX
7	$36,171	$3,276.15	$18,871	$334.49	+$17.3K → JGMCX
8	$42,305	$3,602.43	$20,551	$340.53	+$21.8K → JGMCX
9	$49,204	$3,937.75	$22,357	$346.27	+$26.8K → JGMCX
10	$56,929	$4,280.29	$24,296	$351.71	+$32.6K → JGMCX

JGMCX vs HDV: Complete Analysis 2026

JGMCX — Stock

The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JGMCX Calculator →

HDV — ETF

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

Full HDV 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.