HomeCompareJMOIX vs DVY

JMOIX vs DVY: Dividend Comparison 2026

JMOIX yields 6.05% · DVY yields 3.46%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOIX wins by $4.8K in total portfolio value
10 years
JMOIX
JMOIX
● Live price
6.05%
Share price
$13.13
Annual div
$0.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$890.33
Full JMOIX calculator →
DVY
DVY
● Live price
3.46%
Share price
$151.41
Annual div
$5.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.91
Full DVY calculator →

Portfolio growth — JMOIX vs DVY

📍 JMOIX 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 PeriodJMOIXDVY
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, JMOIX + DVY cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JMOIX pays
DVY pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

JMOIX
Annual income on $10K today (after 15% tax)
$514.56/yr
After 10yr DRIP, annual income (after tax)
$756.78/yr
DVY
Annual income on $10K today (after 15% tax)
$294.47/yr
After 10yr DRIP, annual income (after tax)
$367.97/yr
At 15% tax rate, JMOIX beats the other by $388.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOIX: 50%DVY: 50%
100% DVY50/50100% JMOIX
Portfolio after 10yr
$27.4K
Annual income
$661.62/yr
Blended yield
2.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOIX buys
0
DVY buys
0
No recent congressional trades found for JMOIX or DVY in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOIXDVY
Forward yield6.05%3.46%
Annual dividend / share$0.79$5.25
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.8K$25.0K
Annual income after 10y$890.33$432.91
Total dividends collected$7.5K$3.9K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMOIX PortfolioJMOIX Income/yrDVY PortfolioDVY Income/yrGap
1← crossover$11,305$605.36$11,046$346.43+$259.00JMOIX
2$12,736$639.61$12,177$357.65+$559.00JMOIX
3$14,301$673.43$13,398$368.47+$903.00JMOIX
4$16,009$706.71$14,715$378.89+$1.3KJMOIX
5$17,869$739.35$16,134$388.90+$1.7KJMOIX
6$19,891$771.26$17,662$398.51+$2.2KJMOIX
7$22,086$802.37$19,306$407.71+$2.8KJMOIX
8$24,465$832.62$21,074$416.50+$3.4KJMOIX
9$27,039$861.95$22,974$424.90+$4.1KJMOIX
10$29,822$890.33$25,015$432.91+$4.8KJMOIX

JMOIX vs DVY: Complete Analysis 2026

JMOIXStock

The fund invests in other Janus Henderson mutual funds and ETFs that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JMOIX Calculator →

DVYETF

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.