HomeCompareJGMIX vs DIVO

JGMIX vs DIVO: Dividend Comparison 2026

JGMIX yields 12.63% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JGMIX wins by $15.2K in total portfolio value
10 years
JGMIX
JGMIX
● Live price
12.63%
Share price
$23.47
Annual div
$2.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$46.0K
Annual income
$2,771.71
Full JGMIX 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 — JGMIX vs DIVO

📍 JGMIX 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 PeriodJGMIXDIVO
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, JGMIX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JGMIX
Annual income on $10K today (after 15% tax)
$1,073.26/yr
After 10yr DRIP, annual income (after tax)
$2,355.95/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, JGMIX beats the other by $1,521.53/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JGMIX: 50%DIVO: 50%
100% DIVO50/50100% JGMIX
Portfolio after 10yr
$38.3K
Annual income
$1,876.69/yr
Blended yield
4.90%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGMIX buys
0
DIVO buys
0
No recent congressional trades found for JGMIX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGMIXDIVO
Forward yield12.63%6.49%
Annual dividend / share$2.96$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$46.0K$30.7K
Annual income after 10y$2,771.71$981.68
Total dividends collected$20.0K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJGMIX PortfolioJGMIX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,963$1,262.66$11,349$649.42+$614.00JGMIX
2$14,212$1,411.66$12,833$688.83+$1.4KJGMIX
3$16,774$1,567.34$14,459$727.90+$2.3KJGMIX
4$19,677$1,728.89$16,238$766.49+$3.4KJGMIX
5$22,950$1,895.43$18,179$804.47+$4.8KJGMIX
6$26,622$2,066.07$20,293$841.71+$6.3KJGMIX
7$30,726$2,239.90$22,591$878.14+$8.1KJGMIX
8$35,293$2,416.03$25,087$913.65+$10.2KJGMIX
9$40,357$2,593.58$27,791$948.18+$12.6KJGMIX
10$45,953$2,771.71$30,718$981.68+$15.2KJGMIX

JGMIX vs DIVO: Complete Analysis 2026

JGMIXStock

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 JGMIX 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 JGMIX vs DIVO comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JGMIX vs SCHDJGMIX vs JEPIJGMIX vs OJGMIX vs KOJGMIX 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.