HomeCompareOAKEX vs JNJ

OAKEX vs JNJ: Dividend Comparison 2026

OAKEX yields 5.71% · JNJ yields 3.36%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 OAKEX wins by $9.1K in total portfolio value
10 years
OAKEX
OAKEX
● Live price
5.71%
Share price
$20.14
Annual div
$1.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.1K
Annual income
$821.59
Full OAKEX calculator →
JNJ
Johnson & Johnson
● Live price
3.36%
Share price
$147.50
Annual div
$4.96
5Y div CAGR
5.8%
Payout ratio
55%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.0K
Annual income
$827.78
Full JNJ calculator →

Portfolio growth — OAKEX vs JNJ

📍 OAKEX 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 PeriodOAKEXJNJ
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, OAKEX + JNJ cover 0 of 12 monthsgood coverage

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

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

OAKEX
Annual income on $10K today (after 15% tax)
$485.18/yr
After 10yr DRIP, annual income (after tax)
$698.35/yr
JNJ
Annual income on $10K today (after 15% tax)
$285.83/yr
After 10yr DRIP, annual income (after tax)
$703.61/yr
At 15% tax rate, JNJ beats the other by $5.26/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 OAKEX + JNJ for your $10,000?

OAKEX: 50%JNJ: 50%
100% JNJ50/50100% OAKEX
Portfolio after 10yr
$24.6K
Annual income
$824.69/yr
Blended yield
3.36%
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Analyst Conviction Gap

Where Wall Street is most bullish on JNJ right now

OAKEX
No analyst data
JNJ
Analyst Ratings
20
Buy
17
Hold
3
Sell
Consensus: Buy
Price Target
$228.73
+55.1% upside vs current
Range: $190.00 — $265.00
Altman Z
5.2
Piotroski
4/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OAKEX buys
0
JNJ buys
0
No recent congressional trades found for OAKEX or JNJ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOAKEXJNJ
Forward yield5.71%3.36%
Annual dividend / share$1.15$4.96
Payout ratio50%55%
1-year div growth0%4.2%
5-year div CAGR0%5.8%
Portfolio after 10y$29.1K$20.0K
Annual income after 10y$821.59$827.78
Total dividends collected$7.0K$5.6K
Payment frequencyquarterlyquarterly
SectorStockHealthcare

Year-by-year: OAKEX vs JNJ ($10,000, DRIP)

YearOAKEX PortfolioOAKEX Income/yrJNJ PortfolioJNJ Income/yrGap
1← crossover$11,271$570.80$10,676$355.77+$595.00OAKEX
2$12,661$601.25$11,407$389.39+$1.3KOAKEX
3$14,179$631.23$12,198$426.53+$2.0KOAKEX
4$15,832$660.64$13,056$467.62+$2.8KOAKEX
5$17,629$689.41$13,987$513.12+$3.6KOAKEX
6$19,581$717.47$14,998$563.56+$4.6KOAKEX
7$21,696$744.76$16,098$619.52+$5.6KOAKEX
8$23,986$771.23$17,295$681.69+$6.7KOAKEX
9$26,462$796.85$18,599$750.82+$7.9KOAKEX
10$29,136$821.59$20,022$827.78+$9.1KOAKEX

OAKEX vs JNJ: Complete Analysis 2026

OAKEXStock

The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in the stocks of "small cap companies." A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the S&P EPAC (Europe Pacific Asia Composite) Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.

Full OAKEX Calculator →

JNJHealthcare

Johnson & Johnson is a Dividend King with 62+ years of consecutive dividend increases. A healthcare conglomerate spanning pharmaceuticals, MedTech, and consumer health. JNJ spun off its consumer segment as Kenvue in 2023, focusing on higher-margin pharma and medical devices.

Full JNJ 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.