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JPIEX vs MO: Dividend Comparison 2026

JPIEX yields 7.39% · MO yields 9.11%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JPIEX wins by $4.9K in total portfolio value
10 years
JPIEX
JPIEX
● Live price
7.39%
Share price
$27.07
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.6K
Annual income
$1,180.44
Full JPIEX calculator →
MO
Altria Group Inc.
● Live price
9.11%
Share price
$44.80
Annual div
$4.08
5Y div CAGR
4.3%
Payout ratio
78%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$4,052.72
Full MO calculator →

Portfolio growth — JPIEX vs MO

📍 JPIEX 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 PeriodJPIEXMO
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, JPIEX + MO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JPIEX
Annual income on $10K today (after 15% tax)
$628.00/yr
After 10yr DRIP, annual income (after tax)
$1,003.37/yr
MO
Annual income on $10K today (after 15% tax)
$774.11/yr
After 10yr DRIP, annual income (after tax)
$3,444.81/yr
At 15% tax rate, MO beats the other by $2,441.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JPIEX + MO for your $10,000?

JPIEX: 50%MO: 50%
100% MO50/50100% JPIEX
Portfolio after 10yr
$30.1K
Annual income
$2,616.58/yr
Blended yield
8.68%
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Analyst Conviction Gap

Where Wall Street is most bullish on MO right now

JPIEX
No analyst data
MO
Analyst Ratings
16
Buy
9
Hold
1
Sell
Consensus: Buy
Price Target
$61.25
+36.7% upside vs current
Range: $47.00 — $68.00
Altman Z
3.2
Piotroski
7/9
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)

JPIEX buys
0
MO buys
0
No recent congressional trades found for JPIEX or MO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPIEXMO
Forward yield7.39%9.11%
Annual dividend / share$2.00$4.08
Payout ratio50%78%
1-year div growth0%4.1%
5-year div CAGR0%4.3%
Portfolio after 10y$32.6K$27.7K
Annual income after 10y$1,180.44$4,052.72
Total dividends collected$9.6K$20.9K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: JPIEX vs MO ($10,000, DRIP)

YearJPIEX PortfolioJPIEX Income/yrMO PortfolioMO Income/yrGap
1← crossover$11,439$738.83$10,740$949.88+$699.00JPIEX
2$13,029$789.84$11,601$1,086.84+$1.4KJPIEX
3$14,782$840.81$12,608$1,250.75+$2.2KJPIEX
4$16,709$891.52$13,792$1,448.20+$2.9KJPIEX
5$18,820$941.77$15,190$1,687.69+$3.6KJPIEX
6$21,129$991.38$16,851$1,980.28+$4.3KJPIEX
7$23,648$1,040.19$18,838$2,340.48+$4.8KJPIEX
8$26,391$1,088.05$21,230$2,787.44+$5.2KJPIEX
9$29,373$1,134.83$24,130$3,346.72+$5.2KJPIEX
10$32,610$1,180.44$27,676$4,052.72+$4.9KJPIEX

JPIEX vs MO: Complete Analysis 2026

JPIEXStock

The investment seeks to provide a consistently high total return from a broadly diversified portfolio of equity securities with risk characteristics similar to the Standard and Poor&#39;s 500 Composite Stock Price Index (S&P 500 Index). The fund invests at least 80% of its net assets plus the amount of borrowings for investment purposes. It primarily invests in the common stocks of U.S. companies in the S&P 500 Index (which includes both large cap and mid cap companies). The fund may also invest in securities not included within the S&P 500 Index.

Full JPIEX Calculator →

MOConsumer Staples

Altria is a Dividend King with 54+ consecutive years of dividend increases — one of the longest streaks in American corporate history. While cigarette volumes decline, pricing power and new product categories (oral nicotine pouches via NJOY) support cash flows. The near-9% yield is among the highest in the S&P 500.

Full MO 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.