Is JVMRX or DVY a better dividend investment in 2026?

JVMRX currently yields 9.42% with a 5% 5-year dividend growth rate. DVY yields 3.50% with 5% growth. The better choice depends on your goal: JVMRX offers higher current income.

What is the dividend yield difference between JVMRX and DVY?

JVMRX has a forward dividend yield of 9.42% ($2.57/share annually). DVY yields 3.50% ($5.25/share annually). The yield gap is 5.92 percentage points.

Home › Compare › JVMRX vs DVY

JVMRX vs DVY: Dividend Comparison 2026

JVMRX yields 9.42% · DVY yields 3.50%● Live data

vsPost on X →

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

🏆 DVY wins by $3.7K in total portfolio value· pulled ahead in Year 3

INVESTMENT

TIME HORIZON10 years

JVMRX

● Live price

9.42%

Share price

$27.29

Annual div

$2.57

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.3K

Annual income

$1.00

Full JVMRX calculator →

DVY

● Live price

3.50%

Share price

$150.03

Annual div

$5.25

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.1K

Annual income

$437.78

Full DVY calculator →

Portfolio growth — JVMRX vs DVY

📍 DVY pulled ahead of the other in Year 3

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 Period	JVMRX	DVY
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, JVMRX + DVY cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

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Aug

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Sep

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Oct

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Nov

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Dec

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JVMRX pays

DVY pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

JVMRX

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

$800.31/yr

After 10yr DRIP, annual income (after tax)

$0.85/yr

DVY

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

$297.17/yr

After 10yr DRIP, annual income (after tax)

$372.11/yr

At 15% tax rate, DVY beats the other by $371.26/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of JVMRX + DVY for your $10,000?

JVMRX: 50%DVY: 50%

100% DVY50/50100% JVMRX

Portfolio after 10yr

$23.2K

Annual income

$219.39/yr

Blended yield

0.95%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JVMRX buys

DVY buys

No recent congressional trades found for JVMRX or DVY in the last 90 days.

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

MetricJVMRXDVY

Forward yield	9.42% ✓	3.50%
Annual dividend / share	$2.57	$5.25 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-50%	0% ✓
Portfolio after 10y	$21.3K	$25.1K ✓
Annual income after 10y	$1.00	$437.78 ✓
Total dividends collected	$968.00 ✓	$4.0K
Payment frequency	quarterly	quarterly
Sector	Stock	ETF

Year-by-year: JVMRX vs DVY ($10,000, DRIP)

Year	JVMRX Portfolio	JVMRX Income/yr	DVY Portfolio	DVY Income/yr	Gap
1	$11,171	$470.77	$11,050	$349.62	+$121.00 → JVMRX
2	$12,198	$245.74	$12,184	$361.04	+$14.00 → JVMRX
3← crossover	$13,178	$125.40	$13,409	$372.07	$231.00 → DVY
4	$14,164	$63.30	$14,730	$382.68	$566.00 → DVY
5	$15,187	$31.79	$16,154	$392.89	$967.00 → DVY
6	$16,266	$15.93	$17,688	$402.69	$1.4K → DVY
7	$17,412	$7.97	$19,338	$412.07	$1.9K → DVY
8	$18,635	$3.99	$21,113	$421.04	$2.5K → DVY
9	$19,942	$1.99	$23,020	$429.61	$3.1K → DVY
10	$21,339	$1.00	$25,070	$437.78	$3.7K → DVY

JVMRX vs DVY: Complete Analysis 2026

JVMRX — Stock

Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, 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.

Full JVMRX Calculator →

DVY — ETF

The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.

Full DVY 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.