HomeCompareJGMRX vs DGRO

JGMRX vs DGRO: Dividend Comparison 2026

JGMRX yields 14.06% · DGRO yields 2.13%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JGMRX wins by $18.7K in total portfolio value
10 years
JGMRX
JGMRX
● Live price
14.06%
Share price
$21.08
Annual div
$2.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.4K
Annual income
$3,359.23
Full JGMRX calculator →
DGRO
iShares Core Dividend Growth ETF
● Live price
2.13%
Share price
$68.98
Annual div
$1.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.6K
Annual income
$239.96
Full DGRO calculator →

Portfolio growth — JGMRX vs DGRO

📍 JGMRX 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 PeriodJGMRXDGRO
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, JGMRX + DGRO cover 0 of 12 monthsgood coverage

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

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

JGMRX
Annual income on $10K today (after 15% tax)
$1,194.94/yr
After 10yr DRIP, annual income (after tax)
$2,855.35/yr
DGRO
Annual income on $10K today (after 15% tax)
$181.24/yr
After 10yr DRIP, annual income (after tax)
$203.97/yr
At 15% tax rate, JGMRX beats the other by $2,651.38/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JGMRX + DGRO for your $10,000?

JGMRX: 50%DGRO: 50%
100% DGRO50/50100% JGMRX
Portfolio after 10yr
$41.0K
Annual income
$1,799.59/yr
Blended yield
4.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGMRX buys
0
DGRO buys
0
No recent congressional trades found for JGMRX or DGRO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGMRXDGRO
Forward yield14.06%2.13%
Annual dividend / share$2.96$1.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$50.4K$31.6K
Annual income after 10y$3,359.23$239.96
Total dividends collected$23.4K$2.3K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JGMRX vs DGRO ($10,000, DRIP)

YearJGMRX PortfolioJGMRX Income/yrDGRO PortfolioDGRO Income/yrGap
1← crossover$12,106$1,405.82$11,293$213.22+$813.00JGMRX
2$14,544$1,590.52$12,730$217.32+$1.8KJGMRX
3$17,348$1,785.82$14,326$221.10+$3.0KJGMRX
4$20,553$1,990.75$16,098$224.56+$4.5KJGMRX
5$24,196$2,204.26$18,064$227.74+$6.1KJGMRX
6$28,315$2,425.20$20,246$230.65+$8.1KJGMRX
7$32,949$2,652.38$22,666$233.30+$10.3KJGMRX
8$38,140$2,884.59$25,349$235.73+$12.8KJGMRX
9$43,930$3,120.60$28,325$237.94+$15.6KJGMRX
10$50,365$3,359.23$31,624$239.96+$18.7KJGMRX

JGMRX vs DGRO: Complete Analysis 2026

JGMRXStock

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 JGMRX Calculator →

DGROETF

The iShares Core Dividend Growth ETF seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends.

Full DGRO 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.