HomeCompareJVTAX vs NNN

JVTAX vs NNN: Dividend Comparison 2026

JVTAX yields 6.03% · NNN yields 5.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JVTAX wins by $4.3K in total portfolio value
10 years
JVTAX
JVTAX
● Live price
6.03%
Share price
$78.49
Annual div
$4.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$885.40
Full JVTAX calculator →
NNN
NNN REIT Inc.
● Live price
5.66%
Share price
$42.03
Annual div
$2.38
5Y div CAGR
8.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$2,622.67
Full NNN calculator →

Portfolio growth — JVTAX vs NNN

📍 JVTAX 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 PeriodJVTAXNNN
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, JVTAX + NNN cover 0 of 12 monthsgood coverage

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

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

JVTAX
Annual income on $10K today (after 15% tax)
$512.48/yr
After 10yr DRIP, annual income (after tax)
$752.59/yr
NNN
Annual income on $10K today (after 15% tax)
$481.32/yr
After 10yr DRIP, annual income (after tax)
$2,229.27/yr
At 15% tax rate, NNN beats the other by $1,476.68/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of JVTAX + NNN for your $10,000?

JVTAX: 50%NNN: 50%
100% NNN50/50100% JVTAX
Portfolio after 10yr
$27.6K
Annual income
$1,754.04/yr
Blended yield
6.35%
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Analyst Conviction Gap

Where Wall Street is most bullish on NNN right now

JVTAX
No analyst data
NNN
Analyst Ratings
10
Buy
15
Hold
4
Sell
Consensus: Hold
Price Target
$44.93
+6.9% upside vs current
Range: $43.00 — $48.50
Altman Z
1.1
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)

JVTAX buys
0
NNN buys
2
PoliticianChamberTickerTypeAmountDate
Lisa McClain🏢 House$NNN▼ Sell$1,001 - $15,0002025-08-13
Lisa McClain🏢 House$NNN▲ Buy$1,001 - $15,0002025-06-17
Zoe Lofgren🏢 House$NNN▼ Sell$1,001 - $15,0002023-05-25
Ro Khanna🏢 House$NNN▼ Sell$1,001 - $15,0002022-01-20
Zoe Lofgren🏢 House$NNN▲ Buy$1,001 - $15,0002021-09-30
Zoe Lofgren🏢 House$NNN▼ Sell$1,001 - $15,0002020-03-23
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJVTAXNNN
Forward yield6.03%5.66%
Annual dividend / share$4.73$2.38
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%8.6%
Portfolio after 10y$29.8K$25.5K
Annual income after 10y$885.40$2,622.67
Total dividends collected$7.5K$13.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: JVTAX vs NNN ($10,000, DRIP)

YearJVTAX PortfolioJVTAX Income/yrNNN PortfolioNNN Income/yrGap
1← crossover$11,303$602.92$10,735$614.96+$568.00JVTAX
2$12,731$636.90$11,572$708.43+$1.2KJVTAX
3$14,293$670.44$12,531$819.53+$1.8KJVTAX
4$15,997$703.43$13,633$952.29+$2.4KJVTAX
5$17,852$735.79$14,909$1,111.84+$2.9KJVTAX
6$19,869$767.42$16,392$1,304.77+$3.5KJVTAX
7$22,058$798.25$18,129$1,539.52+$3.9KJVTAX
8$24,431$828.22$20,173$1,827.08+$4.3KJVTAX
9$26,998$857.28$22,597$2,181.81+$4.4KJVTAX
10$29,773$885.40$25,491$2,622.67+$4.3KJVTAX

JVTAX vs NNN: Complete Analysis 2026

JVTAXStock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JVTAX Calculator →

NNNREIT

National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.

Full NNN 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.