HomeCompareJGMNX vs VYM

JGMNX vs VYM: Dividend Comparison 2026

JGMNX yields 11.01% · VYM yields 2.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JGMNX wins by $13.6K in total portfolio value
10 years
JGMNX
JGMNX
● Live price
11.01%
Share price
$26.91
Annual div
$2.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.4K
Annual income
$2,194.66
Full JGMNX calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.37%
Share price
$148.10
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$272.94
Full VYM calculator →

Portfolio growth — JGMNX vs VYM

📍 JGMNX 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 PeriodJGMNXVYM
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, JGMNX + VYM cover 0 of 12 monthsgood coverage

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

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

JGMNX
Annual income on $10K today (after 15% tax)
$936.06/yr
After 10yr DRIP, annual income (after tax)
$1,865.46/yr
VYM
Annual income on $10K today (after 15% tax)
$201.60/yr
After 10yr DRIP, annual income (after tax)
$232.00/yr
At 15% tax rate, JGMNX beats the other by $1,633.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JGMNX + VYM for your $10,000?

JGMNX: 50%VYM: 50%
100% VYM50/50100% JGMNX
Portfolio after 10yr
$34.6K
Annual income
$1,233.80/yr
Blended yield
3.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGMNX buys
0
VYM buys
0
No recent congressional trades found for JGMNX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGMNXVYM
Forward yield11.01%2.37%
Annual dividend / share$2.96$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.4K$27.8K
Annual income after 10y$2,194.66$272.94
Total dividends collected$16.4K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JGMNX vs VYM ($10,000, DRIP)

YearJGMNX PortfolioJGMNX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,801$1,101.25$11,147$237.17+$654.00JGMNX
2$13,842$1,214.59$12,404$242.33+$1.4KJGMNX
3$16,142$1,331.42$13,780$247.16+$2.4KJGMNX
4$18,723$1,451.11$15,285$251.67+$3.4KJGMNX
5$21,607$1,573.02$16,932$255.88+$4.7KJGMNX
6$24,816$1,696.53$18,733$259.81+$6.1KJGMNX
7$28,374$1,821.02$20,701$263.46+$7.7KJGMNX
8$32,306$1,945.91$22,852$266.86+$9.5KJGMNX
9$36,638$2,070.63$25,201$270.01+$11.4KJGMNX
10$41,398$2,194.66$27,768$272.94+$13.6KJGMNX

JGMNX vs VYM: Complete Analysis 2026

JGMNXStock

The investment seeks long-term growth of capital. 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 JGMNX Calculator →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM 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.