HomeCompareJGMRX vs DIVO

JGMRX vs DIVO: Dividend Comparison 2026

JGMRX yields 13.53% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JGMRX wins by $18.0K in total portfolio value
10 years
JGMRX
JGMRX
● Live price
13.53%
Share price
$21.90
Annual div
$2.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.7K
Annual income
$3,134.42
Full JGMRX 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 — JGMRX vs DIVO

📍 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 PeriodJGMRXDIVO
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 + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JGMRX pays
DIVO 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)
$1,150.20/yr
After 10yr DRIP, annual income (after tax)
$2,664.26/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, JGMRX beats the other by $1,829.83/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JGMRX: 50%DIVO: 50%
100% DIVO50/50100% JGMRX
Portfolio after 10yr
$39.7K
Annual income
$2,058.05/yr
Blended yield
5.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JGMRX buys
0
DIVO buys
0
No recent congressional trades found for JGMRX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJGMRXDIVO
Forward yield13.53%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$48.7K$30.7K
Annual income after 10y$3,134.42$981.68
Total dividends collected$22.1K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJGMRX PortfolioJGMRX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$12,053$1,353.18$11,349$649.42+$704.00JGMRX
2$14,421$1,524.31$12,833$688.83+$1.6KJGMRX
3$17,135$1,704.47$14,459$727.90+$2.7KJGMRX
4$20,227$1,892.74$16,238$766.49+$4.0KJGMRX
5$23,731$2,088.14$18,179$804.47+$5.6KJGMRX
6$27,682$2,289.60$20,293$841.71+$7.4KJGMRX
7$32,116$2,496.05$22,591$878.14+$9.5KJGMRX
8$37,071$2,706.39$25,087$913.65+$12.0KJGMRX
9$42,585$2,919.53$27,791$948.18+$14.8KJGMRX
10$48,700$3,134.42$30,718$981.68+$18.0KJGMRX

JGMRX vs DIVO: 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 →

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 →
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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.