Is JMBRX or DVY a better dividend investment in 2026?

JMBRX currently yields 2.52% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: DVY offers higher current income.

What is the dividend yield difference between JMBRX and DVY?

JMBRX has a forward dividend yield of 2.52% ($0.93/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 0.98 percentage points.

Home › Compare › JMBRX vs DVY

JMBRX vs DVY: Dividend Comparison 2026

JMBRX yields 2.52% · DVY yields 3.50%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 DVY wins by $1.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JMBRX

● Live price

2.52%

Share price

$36.95

Annual div

$0.93

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$23.4K

Annual income

$296.06

Full JMBRX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — JMBRX vs DVY

📍 DVY 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 Period	JMBRX	DVY
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, JMBRX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JMBRX pays

DVY pays

Both pay

Neither

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Tax Bracket Optimizer

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

JMBRX

Annual income on $10K today (after 15% tax)

$213.92/yr

After 10yr DRIP, annual income (after tax)

$251.65/yr

DVY

Annual income on $10K today (after 15% tax)

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, DVY beats the other by $120.46/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of JMBRX + DVY for your $10,000?

JMBRX: 50%DVY: 50%

100% DVY50/50100% JMBRX

Portfolio after 10yr

$24.3K

Annual income

$366.92/yr

Blended yield

1.51%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMBRX buys

DVY buys

No recent congressional trades found for JMBRX or DVY in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJMBRXDVY

Forward yield	2.52%	3.50% ✓
Annual dividend / share	$0.93	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$23.4K	$25.1K ✓
Annual income after 10y	$296.06	$437.78 ✓
Total dividends collected	$2.8K	$4.0K ✓
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: JMBRX vs DVY ($10,000, DRIP)

Year	JMBRX Portfolio	JMBRX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1← crossover	$10,952	$251.67	$11,050	$349.62	$98.00 → DVY
2	$11,976	$257.59	$12,184	$361.04	$208.00 → DVY
3	$13,077	$263.25	$13,409	$372.07	$332.00 → DVY
4	$14,262	$268.66	$14,730	$382.68	$468.00 → DVY
5	$15,534	$273.82	$16,154	$392.89	$620.00 → DVY
6	$16,900	$278.73	$17,688	$402.69	$788.00 → DVY
7	$18,366	$283.41	$19,338	$412.07	$972.00 → DVY
8	$19,940	$287.85	$21,113	$421.04	$1.2K → DVY
9	$21,627	$292.06	$23,020	$429.61	$1.4K → DVY
10	$23,437	$296.06	$25,070	$437.78	$1.6K → DVY

JMBRX vs DVY: Complete Analysis 2026

JMBRX — Stock

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2045 and then withdraw their investment in it throughout retirement. It is designed to provide exposure to equity, debt and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in securities and other financial instruments.

Full JMBRX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.