HomeCompareJLGMX vs DIVO

JLGMX vs DIVO: Dividend Comparison 2026

JLGMX yields 12.06% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JLGMX wins by $13.6K in total portfolio value
10 years
JLGMX
JLGMX
● Live price
12.06%
Share price
$79.11
Annual div
$9.54
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.3K
Annual income
$2,560.97
Full JLGMX 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 — JLGMX vs DIVO

📍 JLGMX 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 PeriodJLGMXDIVO
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, JLGMX + DIVO cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JLGMX 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.

JLGMX
Annual income on $10K today (after 15% tax)
$1,025.48/yr
After 10yr DRIP, annual income (after tax)
$2,176.82/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, JLGMX beats the other by $1,342.40/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JLGMX: 50%DIVO: 50%
100% DIVO50/50100% JLGMX
Portfolio after 10yr
$37.5K
Annual income
$1,771.32/yr
Blended yield
4.72%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JLGMX buys
0
DIVO buys
0
No recent congressional trades found for JLGMX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJLGMXDIVO
Forward yield12.06%6.49%
Annual dividend / share$9.54$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$44.3K$30.7K
Annual income after 10y$2,560.97$981.68
Total dividends collected$18.7K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJLGMX PortfolioJLGMX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,906$1,206.45$11,349$649.42+$557.00JLGMX
2$14,082$1,342.48$12,833$688.83+$1.2KJLGMX
3$16,552$1,483.95$14,459$727.90+$2.1KJLGMX
4$19,341$1,630.09$16,238$766.49+$3.1KJLGMX
5$22,475$1,780.12$18,179$804.47+$4.3KJLGMX
6$25,981$1,933.24$20,293$841.71+$5.7KJLGMX
7$29,889$2,088.66$22,591$878.14+$7.3KJLGMX
8$34,226$2,245.58$25,087$913.65+$9.1KJLGMX
9$39,026$2,403.26$27,791$948.18+$11.2KJLGMX
10$44,318$2,560.97$30,718$981.68+$13.6KJLGMX

JLGMX vs DIVO: Complete Analysis 2026

JLGMXStock

The investment seeks long-term capital appreciation. Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. Assets means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase.

Full JLGMX 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.