HomeCompareJUEPX vs O

JUEPX vs O: Dividend Comparison 2026

JUEPX yields 6.21% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 O wins by $4.1K in total portfolio value· pulled ahead in Year 9
10 years
JUEPX
JUEPX
● Live price
6.21%
Share price
$23.82
Annual div
$1.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.1K
Annual income
$921.84
Full JUEPX calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — JUEPX vs O

📍 O pulled ahead of the other in Year 9

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 PeriodJUEPXO
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, JUEPX + O cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JUEPX
Annual income on $10K today (after 15% tax)
$527.67/yr
After 10yr DRIP, annual income (after tax)
$783.56/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $3,553.77/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JUEPX + O for your $10,000?

JUEPX: 50%O: 50%
100% O50/50100% JUEPX
Portfolio after 10yr
$32.2K
Annual income
$3,012.29/yr
Blended yield
9.36%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

JUEPX
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
Piotroski
5/9
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)

JUEPX buys
0
O buys
0
No recent congressional trades found for JUEPX or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJUEPXO
Forward yield6.21%5.28%
Annual dividend / share$1.48$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$30.1K$34.2K
Annual income after 10y$921.84$5,102.74
Total dividends collected$7.8K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: JUEPX vs O ($10,000, DRIP)

YearJUEPX PortfolioJUEPX Income/yrO PortfolioO Income/yrGap
1$11,321$620.79$10,818$608.16+$503.00JUEPX
2$12,770$656.81$11,787$741.68+$983.00JUEPX
3$14,356$692.42$12,946$911.00+$1.4KJUEPX
4$16,089$727.51$14,345$1,127.94+$1.7KJUEPX
5$17,977$761.96$16,056$1,409.05+$1.9KJUEPX
6$20,031$795.69$18,171$1,777.83+$1.9KJUEPX
7$22,262$828.60$20,820$2,268.21+$1.4KJUEPX
8$24,681$860.64$24,188$2,929.90+$493.00JUEPX
9← crossover$27,300$891.73$28,533$3,837.11$1.2KO
10$30,133$921.84$34,235$5,102.74$4.1KO

JUEPX vs O: Complete Analysis 2026

JUEPXStock

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.

Full JUEPX Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O 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.