HomeCompareJSOAX vs EQR

JSOAX vs EQR: Dividend Comparison 2026

JSOAX yields 3.78% · EQR yields 5.87%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EQR wins by $22.2K in total portfolio value
10 years
JSOAX
JSOAX
● Live price
3.78%
Share price
$11.37
Annual div
$0.43
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.6K
Annual income
$481.75
Full JSOAX calculator →
EQR
EQR
● Live price
5.87%
Share price
$59.15
Annual div
$3.47
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$5,475.61
Full EQR calculator →

Portfolio growth — JSOAX vs EQR

📍 EQR pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodJSOAXEQR
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%.
📅

Dividend Calendar Overlap

Combined, JSOAX + EQR cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JSOAX
Annual income on $10K today (after 15% tax)
$321.21/yr
After 10yr DRIP, annual income (after tax)
$409.49/yr
EQR
Annual income on $10K today (after 15% tax)
$499.01/yr
After 10yr DRIP, annual income (after tax)
$4,654.27/yr
At 15% tax rate, EQR beats the other by $4,244.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JSOAX + EQR for your $10,000?

JSOAX: 50%EQR: 50%
100% EQR50/50100% JSOAX
Portfolio after 10yr
$36.7K
Annual income
$2,978.68/yr
Blended yield
8.12%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

JSOAX
No analyst data
Altman Z
1.0
Piotroski
4/9
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+18.9% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
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)

JSOAX buys
0
EQR buys
0
No recent congressional trades found for JSOAX or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJSOAXEQR
Forward yield3.78%5.87%
Annual dividend / share$0.43$3.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$25.6K$47.8K
Annual income after 10y$481.75$5,475.61
Total dividends collected$4.3K$23.0K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: JSOAX vs EQR ($10,000, DRIP)

YearJSOAX PortfolioJSOAX Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$11,078$377.90$11,380$679.82$302.00EQR
2$12,245$391.24$13,014$837.25$769.00EQR
3$13,506$404.16$14,961$1,036.20$1.5KEQR
4$14,868$416.63$17,297$1,289.22$2.4KEQR
5$16,337$428.64$20,121$1,613.15$3.8KEQR
6$17,921$440.19$23,561$2,030.84$5.6KEQR
7$19,627$451.27$27,783$2,573.54$8.2KEQR
8$21,463$461.89$33,013$3,284.39$11.6KEQR
9$23,437$472.05$39,547$4,223.51$16.1KEQR
10$25,559$481.75$47,791$5,475.61$22.2KEQR

JSOAX vs EQR: Complete Analysis 2026

JSOAXStock

The investment seeks to provide high total return. The fund has an absolute return orientation which means that it is not managed relative to an index. It has flexibility to allocate its assets among a broad range of fixed income securities and derivatives as well as in a single or limited number of strategies/sectors including cash, money market instruments and short-term investments. The fund may invest up to 100% of its total assets in securities that are rated below investment grade or the unrated equivalent.

Full JSOAX Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR Calculator →
📬

Get this JSOAX vs EQR comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JSOAX vs SCHDJSOAX vs JEPIJSOAX vs OJSOAX vs KOJSOAX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.