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PMFLX vs JEPI: Dividend Comparison 2026

PMFLX yields 4.02% · JEPI yields 8.40%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JEPI wins by $3.0K in total portfolio value
10 years
PMFLX
PMFLX
● Live price
4.02%
Share price
$10.04
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.0K
Annual income
$519.55
Full PMFLX calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.40%
Share price
$56.68
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.0K
Annual income
$1,528.62
Full JEPI calculator →

Portfolio growth — PMFLX vs JEPI

📍 JEPI 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 PeriodPMFLXJEPI
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, PMFLX + JEPI cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PMFLX
Annual income on $10K today (after 15% tax)
$341.28/yr
After 10yr DRIP, annual income (after tax)
$441.62/yr
JEPI
Annual income on $10K today (after 15% tax)
$714.16/yr
After 10yr DRIP, annual income (after tax)
$1,299.33/yr
At 15% tax rate, JEPI beats the other by $857.71/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PMFLX + JEPI for your $10,000?

PMFLX: 50%JEPI: 50%
100% JEPI50/50100% PMFLX
Portfolio after 10yr
$27.5K
Annual income
$1,024.09/yr
Blended yield
3.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PMFLX buys
0
JEPI buys
0
No recent congressional trades found for PMFLX or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPMFLXJEPI
Forward yield4.02%8.40%
Annual dividend / share$0.40$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.0K$29.0K
Annual income after 10y$519.55$1,528.62
Total dividends collected$4.6K$11.7K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: PMFLX vs JEPI ($10,000, DRIP)

YearPMFLX PortfolioPMFLX Income/yrJEPI PortfolioJEPI Income/yrGap
1← crossover$11,102$401.50$11,260$840.19$158.00JEPI
2$12,295$416.57$12,641$907.94$346.00JEPI
3$13,587$431.18$14,150$978.20$563.00JEPI
4$14,983$445.31$15,795$1,050.85$812.00JEPI
5$16,491$458.95$17,584$1,125.74$1.1KJEPI
6$18,118$472.09$19,526$1,202.74$1.4KJEPI
7$19,871$484.72$21,628$1,281.69$1.8KJEPI
8$21,758$496.84$23,898$1,362.43$2.1KJEPI
9$23,790$508.45$26,347$1,444.79$2.6KJEPI
10$25,975$519.55$28,982$1,528.62$3.0KJEPI

PMFLX vs JEPI: Complete Analysis 2026

PMFLXStock

A non-diversified closed-end interval fund seeking high current income exempt from U.S. federal income tax, with capital appreciation as a secondary objective. It invests at least 80% in municipal bonds (including high-yield) and may use leverage and preferred securities for enhanced income. Repurchase offers provided quarterly.

Full PMFLX Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI 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.