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JRMTX vs BTI: Dividend Comparison 2026

JRMTX yields 29.61% · BTI yields 5.38%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JRMTX wins by $91.7K in total portfolio value
10 years
JRMTX
JRMTX
● Live price
29.61%
Share price
$6.76
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$129.4K
Annual income
$16,927.51
Full JRMTX calculator →
BTI
BTI
● Live price
5.38%
Share price
$58.47
Annual div
$3.15
5Y div CAGR
11.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.7K
Annual income
$2,786.64
Full BTI calculator →

Portfolio growth — JRMTX vs BTI

📍 JRMTX 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 PeriodJRMTXBTI
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, JRMTX + BTI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JRMTX pays
BTI pays
Both pay
Neither
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Tax Bracket Optimizer

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

JRMTX
Annual income on $10K today (after 15% tax)
$2,516.62/yr
After 10yr DRIP, annual income (after tax)
$14,388.38/yr
BTI
Annual income on $10K today (after 15% tax)
$457.40/yr
After 10yr DRIP, annual income (after tax)
$2,368.64/yr
At 15% tax rate, JRMTX beats the other by $12,019.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JRMTX + BTI for your $10,000?

JRMTX: 50%BTI: 50%
100% BTI50/50100% JRMTX
Portfolio after 10yr
$83.6K
Annual income
$9,857.08/yr
Blended yield
11.80%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on BTI right now

JRMTX
No analyst data
BTI
Analyst Ratings
12
Buy
4
Hold
2
Sell
Consensus: Buy
Price Target
$40.00
-31.6% upside vs current
Range: $40.00 — $40.00
Altman Z
2.1
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JRMTX buys
0
BTI buys
0
No recent congressional trades found for JRMTX or BTI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJRMTXBTI
Forward yield29.61%5.38%
Annual dividend / share$2.00$3.15
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%11.3%
Portfolio after 10y$129.4K$37.7K
Annual income after 10y$16,927.51$2,786.64
Total dividends collected$87.9K$14.3K
Payment frequencyquarterlyquarterly
SectorStockConsumer Staples

Year-by-year: JRMTX vs BTI ($10,000, DRIP)

YearJRMTX PortfolioJRMTX Income/yrBTI PortfolioBTI Income/yrGap
1← crossover$13,661$2,960.73$11,299$598.92+$2.4KJRMTX
2$18,397$3,779.97$12,794$703.91+$5.6KJRMTX
3$24,442$4,757.47$14,518$829.07+$9.9KJRMTX
4$32,060$5,907.28$16,513$978.64+$15.5KJRMTX
5$41,546$7,241.57$18,827$1,157.84+$22.7KJRMTX
6$53,225$8,770.23$21,518$1,373.12+$31.7KJRMTX
7$67,451$10,500.47$24,657$1,632.46+$42.8KJRMTX
8$84,609$12,436.54$28,329$1,945.74+$56.3KJRMTX
9$105,111$14,579.56$32,637$2,325.33+$72.5KJRMTX
10$129,396$16,927.51$37,708$2,786.64+$91.7KJRMTX

JRMTX vs BTI: Complete Analysis 2026

JRMTXStock

The investment seeks long-term growth of capital. The fund invests primarily in common stocks from the universe of the MSCI EAFE® (Europe, Australasia, Far East) Index, utilizing INTECH's mathematical investment process, applying a managed volatility approach. The MSCI EAFE Index is an MSCI index that is designed to measure the performance of the developed markets of Europe, Australasia, and the Far East. The fund may also invest in foreign equity and debt securities.

Full JRMTX Calculator →

BTIConsumer Staples

British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.

Full BTI 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.