HomeCompareJMUIX vs VYM

JMUIX vs VYM: Dividend Comparison 2026

JMUIX yields 6.60% · VYM yields 2.37%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMUIX wins by $3.2K in total portfolio value
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 →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.37%
Share price
$148.10
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$272.94
Full VYM calculator →

Portfolio growth — JMUIX vs VYM

📍 JMUIX 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 PeriodJMUIXVYM
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 + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JMUIX pays
VYM pays
Both pay
Neither
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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
VYM
Annual income on $10K today (after 15% tax)
$201.60/yr
After 10yr DRIP, annual income (after tax)
$232.00/yr
At 15% tax rate, JMUIX beats the other by $622.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMUIX: 50%VYM: 50%
100% VYM50/50100% JMUIX
Portfolio after 10yr
$29.4K
Annual income
$638.97/yr
Blended yield
2.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMUIX buys
0
VYM buys
0
No recent congressional trades found for JMUIX or VYM in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMUIXVYM
Forward yield6.60%2.37%
Annual dividend / share$0.57$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.9K$27.8K
Annual income after 10y$1,005.01$272.94
Total dividends collected$8.4K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJMUIX PortfolioJMUIX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,360$660.35$11,147$237.17+$213.00JMUIX
2$12,857$701.10$12,404$242.33+$453.00JMUIX
3$14,498$741.54$13,780$247.16+$718.00JMUIX
4$16,295$781.51$15,285$251.67+$1.0KJMUIX
5$18,256$820.88$16,932$255.88+$1.3KJMUIX
6$20,394$859.53$18,733$259.81+$1.7KJMUIX
7$22,718$897.35$20,701$263.46+$2.0KJMUIX
8$25,243$934.25$22,852$266.86+$2.4KJMUIX
9$27,980$970.16$25,201$270.01+$2.8KJMUIX
10$30,944$1,005.01$27,768$272.94+$3.2KJMUIX

JMUIX vs VYM: 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 →

VYMETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM 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.