HomeCompareJPFAX vs DIVO

JPFAX vs DIVO: Dividend Comparison 2026

JPFAX yields 5.83% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 DIVO wins by $1.3K in total portfolio value
10 years
JPFAX
JPFAX
● Live price
5.83%
Share price
$34.30
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.4K
Annual income
$845.74
Full JPFAX calculator →
DIVO
DIVO
● Live price
6.49%
Share price
$44.85
Annual div
$2.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.7K
Annual income
$981.68
Full DIVO calculator →

Portfolio growth — JPFAX vs DIVO

📍 DIVO 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 PeriodJPFAXDIVO
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, JPFAX + DIVO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JPFAX
Annual income on $10K today (after 15% tax)
$495.63/yr
After 10yr DRIP, annual income (after tax)
$718.88/yr
DIVO
Annual income on $10K today (after 15% tax)
$552.00/yr
After 10yr DRIP, annual income (after tax)
$834.43/yr
At 15% tax rate, DIVO beats the other by $115.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JPFAX + DIVO for your $10,000?

JPFAX: 50%DIVO: 50%
100% DIVO50/50100% JPFAX
Portfolio after 10yr
$30.0K
Annual income
$913.71/yr
Blended yield
3.04%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on JPFAX right now

JPFAX
Analyst Ratings
1
Buy
Consensus: Buy
DIVO
No analyst data
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)

JPFAX buys
0
DIVO buys
0
No recent congressional trades found for JPFAX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPFAXDIVO
Forward yield5.83%6.49%
Annual dividend / share$2.00$2.91
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.4K$30.7K
Annual income after 10y$845.74$981.68
Total dividends collected$7.2K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: JPFAX vs DIVO ($10,000, DRIP)

YearJPFAX PortfolioJPFAX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,283$583.09$11,349$649.42$66.00DIVO
2$12,688$614.87$12,833$688.83$145.00DIVO
3$14,222$646.18$14,459$727.90$237.00DIVO
4$15,895$676.94$16,238$766.49$343.00DIVO
5$17,714$707.05$18,179$804.47$465.00DIVO
6$19,691$736.44$20,293$841.71$602.00DIVO
7$21,834$765.06$22,591$878.14$757.00DIVO
8$24,155$792.84$25,087$913.65$932.00DIVO
9$26,666$819.74$27,791$948.18$1.1KDIVO
10$29,378$845.74$30,718$981.68$1.3KDIVO

JPFAX vs DIVO: Complete Analysis 2026

JPFAXStock

The investment seeks long term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets, plus the amount of borrowings for investment purposes. It typically invests in equity securities with market capitalizations of $1 billion or more.

Full JPFAX Calculator →

DIVOETF

DIVO is an ETF of high-quality large cap companies with a history of dividend and earnings growth, along with a tactical covered call* strategy on individual stocks. DIVO is strategically designed to offer high levels of total return on a risk-adjusted basis.

Full DIVO 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.