Is JVLIX or ORCC a better dividend investment in 2026?

JVLIX currently yields 6.68% with a 5% 5-year dividend growth rate. ORCC yields 4.00% with 5% growth. The better choice depends on your goal: JVLIX offers higher current income.

What is the dividend yield difference between JVLIX and ORCC?

JVLIX has a forward dividend yield of 6.68% ($1.64/share annually). ORCC yields 4.00% ($2.00/share annually). The yield gap is 2.68 percentage points.

Home › Compare › JVLIX vs ORCC

JVLIX vs ORCC: Dividend Comparison 2026

JVLIX yields 6.68% · ORCC yields 4.00%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JVLIX wins by $3.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JVLIX

● Live price

6.68%

Share price

$24.56

Annual div

$1.64

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$31.1K

Annual income

$1,021.42

Full JVLIX calculator →

ORCC

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full ORCC calculator →

Portfolio growth — JVLIX vs ORCC

📍 JVLIX 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 Period	JVLIX	ORCC
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, JVLIX + ORCC cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

JVLIX pays

ORCC pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JVLIX

Annual income on $10K today (after 15% tax)

$567.77/yr

After 10yr DRIP, annual income (after tax)

$868.21/yr

ORCC

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

At 15% tax rate, JVLIX beats the other by $103.90/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JVLIX + ORCC for your $10,000?

JVLIX: 50%ORCC: 50%

100% ORCC50/50100% JVLIX

Portfolio after 10yr

$29.6K

Annual income

$960.31/yr

Blended yield

3.25%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on ORCC right now

JVLIX

No analyst data

ORCC

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$16.00

-68.0% upside vs current

Range: $16.00 — $16.00

Altman Z

0.5

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)

JVLIX buys

ORCC buys

No recent congressional trades found for JVLIX or ORCC in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJVLIXORCC

Forward yield	6.68% ✓	4.00%
Annual dividend / share	$1.64	$2.00 ✓
Payout ratio	50%	50%
1-year div growth	0%	5% ✓
5-year div CAGR	0%	5% ✓
Portfolio after 10y	$31.1K ✓	$28.0K
Annual income after 10y	$1,021.42 ✓	$899.19
Total dividends collected	$8.5K ✓	$6.4K
Payment frequency	quarterly	quarterly
Sector	Stock	BDC

Year-by-year: JVLIX vs ORCC ($10,000, DRIP)

Year	JVLIX Portfolio	JVLIX Income/yr	ORCC Portfolio	ORCC Income/yr	Gap
1← crossover	$11,368	$667.96	$11,120	$420.00	+$248.00 → JVLIX
2	$12,873	$709.66	$12,357	$458.31	+$516.00 → JVLIX
3	$14,526	$751.07	$13,721	$499.76	+$805.00 → JVLIX
4	$16,334	$792.02	$15,227	$544.58	+$1.1K → JVLIX
5	$18,310	$832.38	$16,885	$593.02	+$1.4K → JVLIX
6	$20,464	$872.02	$18,713	$645.34	+$1.8K → JVLIX
7	$22,807	$910.83	$20,724	$701.81	+$2.1K → JVLIX
8	$25,352	$948.72	$22,938	$762.73	+$2.4K → JVLIX
9	$28,113	$985.61	$25,372	$828.41	+$2.7K → JVLIX
10	$31,102	$1,021.42	$28,047	$899.19	+$3.1K → JVLIX

JVLIX vs ORCC: Complete Analysis 2026

JVLIX — Stock

The fund normally invests at least 80% of its net assets in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with a market capitalization of $1 billion or greater and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities. The fund may participate as a purchaser in initial public offerings of securities (IPO).

Full JVLIX Calculator →

ORCC — BDC

ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.

Full ORCC Calculator →

📬

Get this JVLIX vs ORCC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

JVLIX vs SCHD JVLIX vs JEPI JVLIX vs O JVLIX vs KO JVLIX 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.