HomeCompareJMUIX vs O

JMUIX vs O: Dividend Comparison 2026

JMUIX yields 6.60% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $3.3K in total portfolio value· pulled ahead in Year 9
10 years
JMUIX
JMUIX
● Live price
6.60%
Share price
$8.60
Annual div
$0.57
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.9K
Annual income
$1,005.01
Full JMUIX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.18
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,098.20
Full O calculator →

Portfolio growth — JMUIX vs O

📍 O 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 PeriodJMUIXO
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, JMUIX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JMUIX
Annual income on $10K today (after 15% tax)
$561.30/yr
After 10yr DRIP, annual income (after tax)
$854.26/yr
O
Annual income on $10K today (after 15% tax)
$448.90/yr
After 10yr DRIP, annual income (after tax)
$4,333.47/yr
At 15% tax rate, O beats the other by $3,479.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JMUIX + O for your $10,000?

JMUIX: 50%O: 50%
100% O50/50100% JMUIX
Portfolio after 10yr
$32.6K
Annual income
$3,051.60/yr
Blended yield
9.37%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

JMUIX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.6% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
Piotroski
5/9
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)

JMUIX buys
0
O buys
0
No recent congressional trades found for JMUIX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMUIXO
Forward yield6.60%5.28%
Annual dividend / share$0.57$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$30.9K$34.2K
Annual income after 10y$1,005.01$5,098.20
Total dividends collected$8.4K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: JMUIX vs O ($10,000, DRIP)

YearJMUIX PortfolioJMUIX Income/yrO PortfolioO Income/yrGap
1$11,360$660.35$10,818$607.86+$542.00JMUIX
2$12,857$701.10$11,786$741.30+$1.1KJMUIX
3$14,498$741.54$12,944$910.50+$1.6KJMUIX
4$16,295$781.51$14,343$1,127.28+$2.0KJMUIX
5$18,256$820.88$16,053$1,408.17+$2.2KJMUIX
6$20,394$859.53$18,167$1,776.65+$2.2KJMUIX
7$22,718$897.35$20,815$2,266.60+$1.9KJMUIX
8$25,243$934.25$24,179$2,927.66+$1.1KJMUIX
9← crossover$27,980$970.16$28,521$3,833.95$541.00O
10$30,944$1,005.01$34,218$5,098.20$3.3KO

JMUIX vs O: Complete Analysis 2026

JMUIXStock

The fund pursues its investment objective by primarily investing, under normal circumstances, in a multi-sector portfolio of U.S. and non-U.S. debt securities of varying maturities that the portfolio managers believe have high income potential. Its investments in below investment grade securities are limited to 65% of its net assets, but under unusual circumstances, such as when new issue allocations are higher than expected, this limit may be exceeded on a temporary basis.

Full JMUIX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.