HomeCompareJSMVX vs DIVO

JSMVX vs DIVO: Dividend Comparison 2026

JSMVX yields 10.38% · DIVO yields 6.49%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JSMVX wins by $9.0K in total portfolio value
10 years
JSMVX
JSMVX
● Live price
10.38%
Share price
$19.26
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$1,991.84
Full JSMVX 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 — JSMVX vs DIVO

📍 JSMVX 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 PeriodJSMVXDIVO
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, JSMVX + DIVO cover 0 of 12 monthsgood coverage

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

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

JSMVX
Annual income on $10K today (after 15% tax)
$882.49/yr
After 10yr DRIP, annual income (after tax)
$1,693.06/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, JSMVX beats the other by $858.64/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JSMVX: 50%DIVO: 50%
100% DIVO50/50100% JSMVX
Portfolio after 10yr
$35.2K
Annual income
$1,486.76/yr
Blended yield
4.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSMVX buys
0
DIVO buys
0
No recent congressional trades found for JSMVX or DIVO in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSMVXDIVO
Forward yield10.38%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$39.7K$30.7K
Annual income after 10y$1,991.84$981.68
Total dividends collected$15.1K$8.2K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearJSMVX PortfolioJSMVX Income/yrDIVO PortfolioDIVO Income/yrGap
1← crossover$11,738$1,038.22$11,349$649.42+$389.00JSMVX
2$13,699$1,138.96$12,833$688.83+$866.00JSMVX
3$15,900$1,242.24$14,459$727.90+$1.4KJSMVX
4$18,361$1,347.52$16,238$766.49+$2.1KJSMVX
5$21,100$1,454.26$18,179$804.47+$2.9KJSMVX
6$24,139$1,561.91$20,293$841.71+$3.8KJSMVX
7$27,499$1,669.96$22,591$878.14+$4.9KJSMVX
8$31,201$1,777.93$25,087$913.65+$6.1KJSMVX
9$35,271$1,885.36$27,791$948.18+$7.5KJSMVX
10$39,732$1,991.84$30,718$981.68+$9.0KJSMVX

JSMVX vs DIVO: Complete Analysis 2026

JSMVXStock

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued by small-and mid-capitalization companies. The Adviser defines small-and mid-capitalization companies as companies, at the time of purchase, within the range of the capitalization of companies constituting the Russell 2500® Growth Index. It is non-diversified.

Full JSMVX 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.