HomeCompareJMIVX vs MRK

JMIVX vs MRK: Dividend Comparison 2026

JMIVX yields 12.11% · MRK yields 2.76%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MRK wins by $12.3K in total portfolio value· pulled ahead in Year 9
10 years
JMIVX
JMIVX
● Live price
12.11%
Share price
$16.51
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.5K
Annual income
$2,579.05
Full JMIVX calculator →
MRK
Merck & Co. Inc.
● Live price
2.76%
Share price
$120.31
Annual div
$3.32
5Y div CAGR
32.7%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$56.8K
Annual income
$9,798.13
Full MRK calculator →

Portfolio growth — JMIVX vs MRK

📍 MRK pulled ahead of the other in Year 9

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 PeriodJMIVXMRK
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%.
📅

Dividend Calendar Overlap

Combined, JMIVX + MRK cover 0 of 12 monthsgood coverage

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

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

JMIVX
Annual income on $10K today (after 15% tax)
$1,029.68/yr
After 10yr DRIP, annual income (after tax)
$2,192.19/yr
MRK
Annual income on $10K today (after 15% tax)
$234.56/yr
After 10yr DRIP, annual income (after tax)
$8,328.41/yr
At 15% tax rate, MRK beats the other by $6,136.22/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JMIVX + MRK for your $10,000?

JMIVX: 50%MRK: 50%
100% MRK50/50100% JMIVX
Portfolio after 10yr
$50.6K
Annual income
$6,188.59/yr
Blended yield
12.23%
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Analyst Conviction Gap

Where Wall Street is most bullish on MRK right now

JMIVX
No analyst data
MRK
Analyst Ratings
25
Buy
11
Hold
1
Sell
Consensus: Buy
Price Target
$128.54
+6.8% upside vs current
Range: $100.00 — $150.00
Altman Z
4.0
Piotroski
6/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMIVX buys
0
MRK buys
0
No recent congressional trades found for JMIVX or MRK in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMIVXMRK
Forward yield12.11%2.76%
Annual dividend / share$2.00$3.32
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%32.7%
Portfolio after 10y$44.5K$56.8K
Annual income after 10y$2,579.05$9,798.13
Total dividends collected$18.8K$28.9K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: JMIVX vs MRK ($10,000, DRIP)

YearJMIVX PortfolioJMIVX Income/yrMRK PortfolioMRK Income/yrGap
1$11,911$1,211.39$11,206$366.19+$705.00JMIVX
2$14,094$1,348.53$12,650$502.35+$1.4KJMIVX
3$16,571$1,491.22$14,407$694.19+$2.2KJMIVX
4$19,370$1,638.68$16,585$967.82+$2.8KJMIVX
5$22,516$1,790.12$19,342$1,363.89+$3.2KJMIVX
6$26,037$1,944.73$22,913$1,947.19+$3.1KJMIVX
7$29,961$2,101.71$27,662$2,823.89+$2.3KJMIVX
8$34,319$2,260.26$34,159$4,173.35+$160.00JMIVX
9← crossover$39,141$2,419.62$43,337$6,308.80$4.2KMRK
10$44,460$2,579.05$56,776$9,798.13$12.3KMRK

JMIVX vs MRK: Complete Analysis 2026

JMIVXStock

The fund primarily invests in the common stocks of mid-sized companies whose stock prices are believed to be undervalued by the fund's portfolio managers. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies whose market capitalization falls, at the time of purchase, within the capitalization range of the Russell Midcap® Value Index. The fund may invest, under normal circumstances, up to 20% of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.

Full JMIVX Calculator →

MRKHealthcare

Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, such as preventive pediatric, adolescent, and adult vaccines. The Animal Health segment discovers, develops, manufactures, and markets veterinary pharmaceuticals, vaccines, and health management solutions and services, as well as digitally connected identification, traceability, and monitoring products. It serves drug wholesalers and retailers, hospitals, and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers, and other institutions; and physicians and physician distributors, veterinarians, and animal producers. The company has collaborations with AstraZeneca PLC; Bayer AG; Eisai Co., Ltd.; Ridgeback Biotherapeutics; and Gilead Sciences, Inc. to jointly develop and commercialize long-acting treatments in HIV. Merck & Co., Inc. was founded in 1891 and is headquartered in Kenilworth, New Jersey.

Full MRK 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.